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  1. Companies/
  2. Betterwealth, LLC

Filings through Oct 24, 2026.

Sponsor portfolio

Betterwealth, LLC

EIN 47-4485131-financial services-Latest filing 2025
Plans
1
Retirement
1
$5.0M assets
Welfare
0
Participants
6
1475 SARATOGA AVENUE, SUITE 200 - SAN JOSE, CA 95129408-659-2390betterwealth.usLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$5.0M - 6 part

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Retirement#001

BETTERWEALTH 401(K) PLAN

401(k)

Assets$5.0M
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BETTERWEALTH 401(K) PLAN401(k)$5.0M62025
Retirement plans
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