Original filing (PDF)20240528220102NAL0005836563022

BETTER MANAGEMENT HOLDINGS, LLC

Name: BETTER MANAGEMENT HOLDINGS, LLC — BETTER MANAGEMENT HOLDINGS 401(K) PLAN, Form 5500 (2023)
Creator: BETTER MANAGEMENT HOLDINGS, LLC

Form 5500-SF

FILING_RECEIVED

BETTER MANAGEMENT HOLDINGS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

BETTER MANAGEMENT HOLDINGS, LLC

EIN

82-4662301

Address

110 E 59TH STREET · 23RD FLOOR ATT TIMOTHY P FISHER · NEW YORK, NY · 10022

Phone

(212) 683-4224

Industry

Management of Companies / Holdingssee all

Plan administrator

Name

GUIDELINE, INC.

EIN

47-4474775

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-03-22

Filed

2024-05-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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