Plan Ledger DOL Form 5500 · updated monthly

Better Home & Finance Holding Company401(k)

BETTER HOME & FINANCE HOLDING COMPANY 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.13%

Better Home & Finance Holding Company reported $76,409 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio fell from 0.17% to 0.13%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,235th-largest of 5,648 plans among New York employers on file, and the 1,506th of 4,798 in finance & insurance.

Plan summary
Net assets, end of year$57,967,132
Participants with balances1,904
Active participants526
Employer contributions—
Employee contributions$4,047,350
Employer contribution per active participant—
Average account balance$30,445
Benefits paid to participants$10,502,658
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$58.0M · 1,904 accts
2023$55.5M · 2,021 accts
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
THE VANGUARD GROUP, INC. · Recordkeeping · Consulting$77,658

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024$76,409 · 0.13%
2023$95,181 · 0.17%
Same employer
Similar plansFinance & Insurance · New York
Siguler Guff & Company, LP NY$59.0M · 0.06%
Apax Partners US, LLC NY$58.5M · 0.24%
Rosenthal & Rosenthal Inc. NY$57.1M · 0.02%
Cifc Asset Management LLC NY$56.8M · 0.01%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 933029990 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.