# Betterment Holdings, INC Health & Welfare Plan
Source: https://planprovider.pro/companies/betterment-holdings-inc-900735456-501

> Betterment Holdings, INC's Health & Welfare plan: 541 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, 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|

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