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, LLC8 years Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $59,368 |
9 funds of $250K or more; 49 lines in all, holding $20.3M of the plan's $20.4M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Vanguard · ETF Index | $4.9M | 24.2% |
| Vanguard Developed Markets Index Fund Vanguard · Mutual fund | $4.9M | 24.0% |
| SPDR Portfolio S&P 500 ETF State Street (SSgA) · ETF Index | $4.0M | 19.9% |
| iShares Core Total US Bond Market ETF BlackRock · ETF | $1.7M | 8.4% |
| Vanguard Ftse Emerging Markets Vanguard · Mutual fund | $1.5M | 7.5% |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF State Street (SSgA) · ETF | $986K | 4.9% |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF State Street (SSgA) · ETF | $739K | 3.6% |
| Vanguard Total International Bond Index Fund Vanguard · ETF | $317K | 1.6% |
| Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs · Mutual fund | $254K | 1.3% |
| Vanguard Emerging Markets Government Bond ETF Vanguard · ETF | $162K | 0.8% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.