Plans listing this provider
99
0.18% of the 56,420 plans with Schedule H financials; 89 in 2023
Providers › Betterment for Business, LLC
Betterment for Business, LLC
- Service provider, as named on Schedule C
- EIN 474872674
- Plan year 2024
- Direct compensation reported $2,825,118
Assets of those plans
$1,239,506,219
0.02% of all Schedule H plan assets
Plans where it is the recordkeeper
99
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Median direct compensation per participant, as recordkeeper
$78.64
across 93 plans that pay it a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 97 |
| 64 | Recordkeeping fees | 94 |
| 15 | Recordkeeping and information management | 5 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Eight Eleven Group, LLC. 401(k) Profit Sharing Trustrecordkeeper | Eight Eleven Group | $96,031,556 | 2,144 | $211,342 |
| Agile Defense LLC 401(k) Planrecordkeeper | Agile Defense | $75,742,888 | 1,398 | $138,120 |
| Watchguard Technologies, Inc. 401(k) Planrecordkeeper | Watchguard Technologies | $64,356,692 | 519 | $185,808 |
| Greenhouse Software, Inc. Retirement Savings Planrecordkeeper | Greenhouse Software | $47,472,717 | 881 | $115,222 |
| Harry's, Inc. 401(k) Planrecordkeeper | Harry's | $42,429,317 | 832 | $114,386 |
| Francisco Partners 401(k) Planrecordkeeper | Francisco Partners Management | $36,851,611 | 193 | $74,366 |
| Persistent Systems LLC 401(k) Planrecordkeeper | Persistent Systems | $34,406,818 | 390 | $57,233 |
| Movable Ink 401(k) Planrecordkeeper | Movable | $31,869,264 | 527 | $57,198 |
| Cribl 401(k) Planrecordkeeper | Cribl | $31,573,496 | 546 | $39,093 |
| Asapp Inc. 401(k) Planrecordkeeper | ASAPP | $25,368,937 | 396 | $11,863 |
| View the Space, Inc. 401(k) Planrecordkeeper | View The Space | $24,454,644 | 600 | $11,957 |
| Platform Science, Inc. 401(k) Planrecordkeeper | Platform Science | $23,984,877 | 437 | $40,138 |
| Trusted Health, Inc. 401(k) Planrecordkeeper | Trusted Health | $21,300,781 | 1,964 | $60,710 |
| Digital United, LLC 401(k) Planrecordkeeper | Digital United | $20,454,309 | 130 | $28,104 |
| Concentric Advisors 401(k) Retirement Planrecordkeeper | Concentric Group | $20,049,032 | 406 | $48,082 |
| Arcadia Power 401(k) Planrecordkeeper | Arcadia Power | $19,370,900 | 371 | $37,408 |
| Flock Freight, Inc. Retirement Trustrecordkeeper | Flock Freight | $18,613,054 | 392 | $29,606 |
| Capsule 401(k) Planrecordkeeper | Capsule | $18,404,678 | 2,150 | $61,516 |
| Sticker Mule, LLC 401(k) Planrecordkeeper | Sticker Mule | $18,012,342 | 642 | $67,738 |
| Ministry Centered Technologies, Inc. 401(k) Planrecordkeeper | Ministry Centered Technologies | $17,171,023 | 187 | $33,528 |
| AV Squad, LP 401(k) Planrecordkeeper | AV Squad | $16,546,215 | 205 | $37,892 |
| Avalon Administrative Services, LLC 401(k) Planrecordkeeper | Avalon Administrative Services | $14,558,333 | 238 | $26,476 |
| Chownow, Inc. 401(k) Planrecordkeeper | Chownow | $14,018,035 | 294 | $57,731 |
| Blue Jay Transit Inc 401(k)recordkeeper | Blue Jay Transit | $13,987,741 | 762 | $45,017 |
| Persado, Inc. 401(k) Retirement Plan and Trustrecordkeeper | Persado | $13,611,663 | 215 | $17,435 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.