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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) | $10,000 |
5 funds of $250K or more; 31 lines in all, holding $4.9M of the plan's $5.0M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Developed Markets Index Fund Vanguard · Mutual fund | $1.1M | 23.3% |
| SPDR Portfolio S&P 500 ETF State Street (SSgA) · ETF Index | $1.1M | 22.1% |
| Vanguard Total Stock Market Index Fund Vanguard · ETF Index | $898K | 18.3% |
| iShares Core U.S. Aggregate Bond ETF BlackRock · ETF Index | $417K | 8.5% |
| Vanguard Emerging Markets Stock Index Fund Vanguard · Mutual fund | $373K | 7.6% |
| SPDR Portfolio S&P 400 Mid Cap State Street (SSgA) · ETF Index | $187K | 3.8% |
| SPDR Portfolio S&P 600 Small Cap State Street (SSgA) · ETF Index | $152K | 3.1% |
| Vanguard Value ETF Vanguard · ETF Index | $134K | 2.7% |
| Vanguard Total International Bond Index Fund Vanguard · ETF Index | $99K | 2.0% |
| Invesco NASDAQ 100 ETF Invesco · ETF Index | $84K | 1.7% |
Added 2 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedVanguard Total Stock Market Index Fund | $898K |
| AddediShares Core U.S. Aggregate Bond ETF | $417K |
| DroppediShares Core Total US Bond Market ETF | $324K |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.