Plan Snapshot
- Plan Sponsor: Betterment Holdings, INC
- Sponsor EIN: 900735456
- Sponsor Address: 450 WEST 33RD STREET, 11TH FLOOR, NEW YORK, NY, 10001
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 541
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 541 | $0 | $0 | $0 |
| 2024 | 524 | $0 | $0 | $0 |
| 2023 | 376 | $0 | $0 | $0 |
| 2022 | 397 | $0 | $0 | $0 |