Betterment Holdings

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

243

Total plan assets

$14.8M

Filings (rows)

Direct comp

$63K

Indirect comp

SERVICES PROVIDED

Recordkeeper3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
AD Results Media, LLC AD Results Media, LLC 401(k) Profit Sharing Plan · all filings	HOUSTON, TX	Recordkeeper	66	$5.8M	$21K	$0
AD Results Media, LLC AD Results Media, LLC 401(k) Profit Sharing Plan · all filings	HOUSTON, TX	Recordkeeper	72	$5.0M	$23K	$0
AD Results Media, LLC AD Results Media, LLC 401(k) Profit Sharing Plan · all filings	HOUSTON, TX	Recordkeeper	105	$4.0M	$19K	$0