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| Provider | Service type | Compensation |
|---|---|---|
BETTERMENT FOR BUSINESS, LLC6 years Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $61,653 |
13 funds of $250K or more; 51 lines in all, holding $19.3M of the plan's $19.4M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Vanguard · ETF Index | $5.2M | 27.0% |
| Vanguard Ftse Developed Markets ETF Vanguard · ETF Index | $3.9M | 20.0% |
| SPDR Portfolio S&P 500 ETF State Street (SSgA) · ETF Index | $2.5M | 13.1% |
| Vanguard Ftse Emerging Markets ETF Vanguard · ETF Index | $1.3M | 7.0% |
| iShares Core Total US Bond Market ETF BlackRock · ETF Index | $1.2M | 6.3% |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF State Street (SSgA) · ETF Index | $896K | 4.6% |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF State Street (SSgA) · ETF Index | $687K | 3.6% |
| iShares Low Carbon Optimized MSCI ACWI ETF BlackRock · ETF Index | $654K | 3.4% |
| Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs · Mutual fund | $290K | 1.5% |
| Vanguard Total International Bond Index Fund Vanguard · ETF Index | $284K | 1.5% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.