Betterment Holdings, Inc.

New York
Registered In
11/23/2010
Incorp. Date
Foreign
Registration Type
Delaware
Foreign Jurisdiction

Company Summary

Betterment Holdings, Inc. at New York County lists Betterment Holdings, Inc. and Jonathan Stein of New York, NY as the associates.

Registered In
New York
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Delaware
Company Type
Foreign Business Corporation
Status
Not Available
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Betterment Holdings, Inc. Location
8 W 24TH ST FL 6TH, NEW YORK, NY 10010
Betterment Holdings, Inc. DOS Process
8 W 24TH ST FL SIXTH, NEW YORK, NY 10010
Jonathan Stein CEO
6 TH, NEW YORK, NY 10010 (View Past Addresses)
New York County View Map

Financial Information for Betterment Holdings, Inc.

Form 5500

BETTERMENT HOLDINGS, INC

8 W 24th Street 6th Floor, New York, Ny 10010 (212) 228-1328 EIN:90-0735456 Plan Admin:William Welter
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameBETTERMENT 401(K) SAVINGS PLAN Plan #001 Participants BOY/EOY630 / 728 Assets BOY/EOY$45,928,813 / $48,786,058 2022 BETTERMENT 401(K) SAVINGS PLAN - Plan #001 630 / 728 $45,928,813 / $48,786,058
2022 Plan NameBETTERMENT HOLDINGS, INC. WELFARE BENEFITS PLAN Plan #501 Participants BOY/EOY349 / 0 Assets BOY/EOY$0 / $0 2022 BETTERMENT HOLDINGS, INC. WELFARE BENEFITS PLAN - Plan #501 349 / 0 $0 / $0
2021 Plan NameBETTERMENT 401(K) SAVINGS PLAN Plan #001 Participants BOY/EOY468 / 630 Assets BOY/EOY$31,658,070 / $45,928,813 2021 BETTERMENT 401(K) SAVINGS PLAN - Plan #001 468 / 630 $31,658,070 / $45,928,813
2021 Plan NameBETTERMENT HOLDINGS, INC. WELFARE BENEFITS PLAN Plan #501 Participants BOY/EOY330 / 0 Assets BOY/EOY$0 / $0 2021 BETTERMENT HOLDINGS, INC. WELFARE BENEFITS PLAN - Plan #501 330 / 0 $0 / $0
2020 Plan NameBETTERMENT 401(K) SAVINGS PLAN Plan #001 Participants BOY/EOY417 / 468 Assets BOY/EOY$24,224,350 / $31,658,070 2020 BETTERMENT 401(K) SAVINGS PLAN - Plan #001 417 / 468 $24,224,350 / $31,658,070
2020 Plan NameBETTERMENT HOLDINGS, INC. WELFARE BENEFITS PLAN Plan #501 Participants BOY/EOY293 / 0 Assets BOY/EOY$0 / $0 2020 BETTERMENT HOLDINGS, INC. WELFARE BENEFITS PLAN - Plan #501 293 / 0 $0 / $0
2019 Plan NameBETTERMENT 401(K) SAVINGS PLAN Plan #001 Participants BOY/EOY344 / 417 Assets BOY/EOY$15,868,086 / $24,224,350 2019 BETTERMENT 401(K) SAVINGS PLAN - Plan #001 344 / 417 $15,868,086 / $24,224,350
2019 Plan NameBETTERMENT HOLDINGS, INC. WELFARE BENEFITS PLAN Plan #501 Participants BOY/EOY225 / 0 Assets BOY/EOY$0 / $0 2019 BETTERMENT HOLDINGS, INC. WELFARE BENEFITS PLAN - Plan #501 225 / 0 $0 / $0
Benefit & Retirement Plans based on Form 5500.
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The following government agencies have contributed data:

New York Department of State U.S. Department of Labor
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