How big is Betterment Investments LLC's plan?

Betterment Investments LLC's plan reported $451 in assets and 2 participants for 2024.

Original filing (PDF)20250929134814NAL0015277235001

Betterment Investments LLC

Name: Betterment Investments LLC — Betterment Investments, Form 5500 (2024)
Creator: Betterment Investments LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Betterment Investments LLC MCF Benefit Plan

Health & welfare plan · Betterment Investments LLC's Betterment Investments LLC MCF Benefit Plan held $451 in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$451

Net assets (EOY)

$126

People on this filing

KARA Corches signed Betterment Investments LLC's 2024 Form 5500 as plan administrator.

KARA Corches — 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

Betterment Investments LLC's EIN is 88-4169992.

EIN 88-4169992

Plan number 501

Plan year 2024

ACK ID 20250929134814NAL0015277235001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Betterment Investments LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Betterment Investments LLC's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score