Betterment

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

1,016

Total plan assets

$186.2M

Filings (rows)

Direct comp

$57K

Indirect comp

Showing only "BETTERMENT"

View all 4 variants aggregated →

BETTERMENT FOR BUSINESS423 BETTERMENT7 BETTERMENT HOLDINGS4 BETTERMENT FOR BUSINESS LC1

SERVICES PROVIDED

Recordkeeper7

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Plans served

All 3 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Automattic Inc. Automattic Inc. 401(k) Plan · all filings	SAN FRANCISCO, CA	Recordkeeper	600	$168.7M	$20K	$0
Regional Medical Imaging PC Regional Medical Imaging PC 401(k) Plan · all filings	FLINT, MI	Recordkeeper	236	$14.3M	$32K	$0
Pethero Inc. Pethero Inc. 401(k) Plan · all filings	DENVER, CO	Recordkeeper	180	$3.2M	$5K	$0