Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BETTERMENT FOR BUSINESS, LLC3 years Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $54,260 |
7 funds of $250K or more; 60 lines in all, holding $12.7M of the plan's $12.8M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Vanguard · ETF Index | $2.9M | 22.7% |
| Vanguard Developed Markets Index Fund Vanguard · Mutual fund | $2.8M | 22.4% |
| SPDR Portfolio S&P 500 ETF State Street (SSgA) · ETF Index | $2.5M | 19.8% |
| Vanguard Ftse Emerging Markets Vanguard · Mutual fund | $1000K | 7.9% |
| iShares ESG Aware MSCI USA Small-Cap ETF BlackRock · ETF Index | $921K | 7.3% |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF State Street (SSgA) · ETF | $657K | 5.2% |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF State Street (SSgA) · ETF Index | $505K | 4.0% |
| Vanguard Total International Bond Index Fund Vanguard · ETF Index | $194K | 1.5% |
| iShares ESG Aware U.S. Aggregate Bond ETF BlackRock · ETF Index | $171K | 1.4% |
| Vanguard Value ETF Vanguard · ETF Index | $169K | 1.3% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.