Betterment Holdings, INC
New York, NY, 10001
- Plans
- 2
- Total participants
- 4,047
- Filing years
- 2024, 2023, 2022, 2021, 2020
- NAICS
- 812990
Benefit plans on file
| Year | Form | Plan # | Plan name | Participants |
|---|---|---|---|---|
| 2024 | Form 5500 | 001 | Betterment 401(K) Savings Plan | 503 |
| 2024 | Form 5500 | 501 | Betterment Holdings, INC. Welfare Benefits Plan | 524 |
| 2023 | Form 5500 | 001 | Betterment 401(K) Savings Plan | 430 |
| 2023 | Form 5500 | 501 | Betterment Holdings, INC. Welfare Benefits Plan | 376 |
| 2022 | Form 5500 | 001 | Betterment 401(K) Savings Plan | 430 |
| 2022 | Form 5500 | 501 | Betterment Holdings, INC. Welfare Benefits Plan | 397 |
| 2021 | Form 5500 | 001 | Betterment 401(K) Savings Plan | 399 |
| 2021 | Form 5500 | 501 | Betterment Holdings, INC. Welfare Benefits Plan | 349 |
| 2020 | Form 5500 | 001 | Betterment 401(K) Savings Plan | 309 |
| 2020 | Form 5500 | 501 | Betterment Holdings, INC. Welfare Benefits Plan | 330 |
Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.
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