Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
BETTERMENT FOR BUSINESS, LLC2 years Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $20,359 |
7 funds of $250K or more; 53 lines in all, holding $9.2M of the plan's $9.4M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| SPDR Portfolio S&P 500 ETF State Street (SSgA) · ETF Index | $2.6M | 28.7% |
| Vanguard Developed Markets Index Fund ETF Shares Vanguard · Mutual fund | $2.1M | 23.1% |
| Vanguard Total Stock Market Index Fund ETF Shares Vanguard · ETF Index | $1.2M | 13.1% |
| iShares Core U.S. Aggregate Bond ETF BlackRock · ETF Index | $711K | 7.7% |
| Vanguard Ftse Emerging Markets Vanguard · Mutual fund | $710K | 7.7% |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF State Street (SSgA) · ETF Index | $421K | 4.6% |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF State Street (SSgA) · ETF Index | $310K | 3.4% |
| Vanguard Total International Bond Index Fund ETF Shares Vanguard · ETF Index | $150K | 1.6% |
| Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs · Mutual fund | $119K | 1.3% |
| Goldman Sachs TreasuryAccess 01 Year ETF Goldman Sachs · ETF Index | $90K | 1.0% |
Dropped 1 fund. Moved 1 fund from collective trust to mutual fund.
| Fund | Year-end value |
|---|---|
| Collective trust to mutual fundiShares Trust iShares USD Green Bond ETF to iShares Core U.S. Aggregate Bond ETF | $5K to $711K |
| DroppediShares Core Total US Bond Market ETF | $430K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 3 renames.
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.
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.