Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
BETTERMENT FOR BUSINESS, LLC8 years Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $102,964 |
DWC ERISA CONSULTANTS LLC8 years Filed as: DWC ERISA CONSULTANTS Service code 13 P.O BOX 241267 · ST. PAUL, MN 55124 | Contract Administrator | $20,900 |
12 funds of $250K or more; 44 lines in all, holding $22.0M of the plan's $22.5M. From the 2025 filing. Recordkeeper: DWC Erisa Consultants.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Ftse Developed Markets ETF Vanguard · ETF | $4.3M | 19.6% |
| Vanguard Total Stock Market Index Fund Vanguard · ETF Index | $4.2M | 19.2% |
| SPDR Portfolio S&P 500 ETF State Street (SSgA) · ETF Index | $3.7M | 16.7% |
| iShares Core U.S. Aggregate Bond ETF BlackRock · ETF | $3.0M | 13.6% |
| Vanguard Ftse Emerging Markets ETF Vanguard · ETF | $1.3M | 6.1% |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF State Street (SSgA) · ETF | $891K | 4.0% |
| Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs · ETF | $688K | 3.1% |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF State Street (SSgA) · ETF | $662K | 3.0% |
| Vanguard Total International Bond Index Fund Vanguard · ETF | $499K | 2.3% |
| Goldman Sachs Access Treasury 0-1 Year ETF Goldman Sachs · ETF | $461K | 2.1% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddediShares Core U.S. Aggregate Bond ETF | $3.0M |
| DroppediShares Core Total US Bond Market ETF | $2.3M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 3 renames.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.