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| Provider | Service type | Compensation |
|---|---|---|
BETTERMENT FOR BUSINESS, LLC4 years Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $28,756 |
8 funds of $250K or more; 41 lines in all, holding $12.1M of the plan's $12.2M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Ftse Developed Markets Vanguard · Mutual fund Possible retail class A | $2.8M | 22.7% |
| Vanguard Total Stock Market ETF Vanguard · ETF Index | $2.7M | 22.2% |
| SPDR Portfolio S&P 500 ETF State Street (SSgA) · ETF Index | $2.4M | 20.2% |
| iShares Core U.S. Aggregate Bond ETF BlackRock · ETF Index | $922K | 7.6% |
| Vanguard Ftse Emerging Markets Vanguard · Mutual fund Possible retail class A | $891K | 7.4% |
| SPDR Portfolio S&P 400 Mid Cap State Street (SSgA) · ETF Index | $596K | 4.9% |
| SPDR Portfolio S&P 600 Small Cap ETF State Street (SSgA) · ETF Index | $432K | 3.6% |
| Vanguard Total International Bond ETF Vanguard · ETF Index | $262K | 2.2% |
| Vanguard Emerging Markets Government Bond ETF Vanguard · ETF Index | $161K | 1.3% |
| Invesco QQQ Trust Series 1 Invesco · Collective trust | $159K | 1.3% |
Dropped 1 fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeiShares National AMT-Free Muni Bond ETF to iShares Core U.S. Aggregate Bond ETF | $24K to $922K |
| DroppediShares Core Total US Bond Market ETF | $644K |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.