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| Provider | Service type | Compensation |
|---|---|---|
BETTERMENT FOR BUSINESS, LLC1+ years Filed as: BETTERMENT FOR BUSINESS Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $5,353 |
8 funds of $250K or more; 16 lines in all, holding $19.2M of the plan's $19.3M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 82% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 8 vintages | $15.7M | 81.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.4M | 7.2% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund Index | $644K | 3.3% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $519K | 2.7% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $348K | 1.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $172K | 0.9% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $143K | 0.7% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $140K | 0.7% |
| MFS Institutional Trust MFS International Equity R6 MFS (Sun Life) · Collective trust | $56K | 0.3% |
| Invesco Value Opportunities Fund Class R6 Invesco · Mutual fund | $29K | 0.2% |
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.
The auditor signed off without reservation. This is the cleanest opinion.