Plan Snapshot
- Plan Sponsor: Betterment Holdings, INC
- Sponsor EIN: 900735456
- Sponsor Address: 450 WEST 33RD STREET, NEW YORK, NY, 10001
- Plan Type: 401(k)
- Total Participants: 503
- Total Assets: $89.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 503 | $89.4M | $3.0M | $6.6M |
| 2023 | 430 | $66.8M | $1.9M | $5.5M |
| 2022 | 430 | $48.8M | $1.3M | $5.2M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| EISNERAMPERLLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISNERAMPERLLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $8,670 | — | $8,670 | — | — |
| 2023 | $10,625 | — | $10,625 | — | — |
| 2022 | — | — | — | — | — |