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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $7,759 |
5 funds of $250K or more; 37 lines in all, holding $3.6M of the plan's $3.6M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| SPDR Portfolio S&P 500 ETF State Street (SSgA) · ETF Index | $1.2M | 33.4% |
| Vanguard Ftse Developed Markets ETF Vanguard · ETF | $881K | 24.5% |
| Vanguard Total Stock Market Index Fund Vanguard · ETF Index | $448K | 12.5% |
| Description Current iShares Core U. BlackRock · ETF Index | $286K | 8.0% |
| Vanguard Ftse Emerging Markets ETF Vanguard · ETF | $279K | 7.8% |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF State Street (SSgA) · ETF | $196K | 5.4% |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF State Street (SSgA) · ETF | $140K | 3.9% |
| Vanguard Total International Bond Index Fund Vanguard · ETF | $56K | 1.6% |
| Vanguard Emerging Markets Government Bond ETF Vanguard · ETF | $28K | 0.8% |
| Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs · ETF | $20K | 0.6% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.