Retirebetter, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Retirebetter, INC.
  • Sponsor EIN: 882431624
  • Sponsor Address: 1601 ELM STREET, STE. 4310, DALLAS, TX, 75201
  • Plan Type: 401(k)
  • Total Participants: 63
  • Total Assets: $14.6M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202463$14.6M$68,847$303,418
202374$18.3M$65,597$370,369
202271$15.4M$72,783$361,397

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