How big is Betterwealth, LLC's plan?

Betterwealth, LLC's plan reported $5.0M in assets and 6 participants for 2025.

Original filing (PDF)20260331110703NAL0000000611001

Betterwealth, LLC

Name: Betterwealth, LLC — Betterwealth 401(k) Plan, Form 5500 (2025)
Creator: Betterwealth, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Betterwealth 401(k) Plan

401(k) retirement plan · Betterwealth, LLC's Betterwealth 401(k) Plan held $5.0M in plan assets for 6 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

People on this filing

W. Scott Stauffer signed Betterwealth, LLC's 2025 Form 5500 as plan administrator.

W. Scott Stauffer — 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

Betterwealth, LLC's EIN is 47-4485131.

EIN 47-4485131

Plan number 001

Plan year 2025

ACK ID 20260331110703NAL0000000611001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Betterwealth, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Betterwealth, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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