# Betterment Holdings, INC 401(k) Plan
Source: https://planprovider.pro/companies/betterment-holdings-inc-401k-plan

> Betterment Holdings, INC's 401(k) plan: 503 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| DWC ERISA CONSULTANTS, LLC|TPA|$5,230|—|$5,230|

| EISNERAMPERLLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [EISNERAMPERLLP](https://planprovider.pro/provider/eisneramper-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $5,230

- **Estimated Expense Ratio:** 0.006% of plan assets

### 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|—|—|—|—|—|

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