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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BETTERMENT FOR BUSINESS LLC Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $31,703 |
6 funds of $250K or more; 47 lines in all, holding $21.9M of the plan's $23.9M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| State Street SPDR Portfolio S&P N/R State Street (SSgA) · ETF Index | $5.9M | 27.1% |
| Vanguard Developed Markets Index Fund Vanguard · Mutual fund | $5.7M | 26.0% |
| Vanguard Total Stock Market Index Fund Vanguard · ETF Index | $5.7M | 25.9% |
| Vanguard S&P 500 ETF Vanguard · ETF | $1.9M | 8.5% |
| 400 Mid Cap ETF State Street State Street (SSgA) · ETF Index | $854K | 3.9% |
| 600 Small Cap ETF Goldman Sachs Goldman Sachs · ETF | $398K | 1.8% |
| Vanguard Small-Cap Value Index Fund Vanguard · ETF Index | $245K | 1.1% |
| Vanguard Value ETF Vanguard · ETF Index | $171K | 0.8% |
| Vanguard Mid-Cap Value Index Fund Vanguard · ETF Index | $153K | 0.7% |
| Vanguard Emerging Markets Fund Vanguard · Mutual fund | $140K | 0.6% |
Added 2 funds, dropped 6 funds.
| Fund | Year-end value |
|---|---|
| AddedVanguard S&P 500 ETF | $1.9M |
| DroppedVanguard Ftse Emerging Markets | $1.8M |
| DroppediShares Core Total US Bond Market ETF | $1.4M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
The auditor signed off without reservation. This is the cleanest opinion.