How big is Better Markets Inc.'s plan?

Better Markets Inc.'s plan reported $2.3M in assets and 12 participants for 2024.

Original filing (PDF)20250516092359NAL0015366227001

Better Markets Inc.

Name: Better Markets Inc. — Better Markets Inc. 401(k), Form 5500 (2024)
Creator: Better Markets Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Better Markets Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Better Markets Inc.'s Better Markets Inc. 401(k) Profit Sharing Plan & Trust held $2.3M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Natalie a Shotts signed Better Markets Inc.'s 2024 Form 5500 as plan administrator.

Natalie a Shotts — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Better Markets Inc.'s EIN is 27-2227363.

EIN 27-2227363

Plan number 001

Plan year 2024

ACK ID 20250516092359NAL0015366227001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Better Markets Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Better Markets Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BETTER MARKETS INC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

BETTER MARKETS INC

EIN

all filings

Address

2000 PENNSYLVANIA AVE NW · SUITE 4008 · WASHINGTON, DC · 20008

Phone

(202) 618-6434

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator