Filings through .
1 of 18 flags tripped on the 2025 filing.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 5 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
4 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$18K in admin expenses, $50 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
7 funds of $250K or more; 44 lines in all, holding $8.3M of the plan's $8.3M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Portfolio S&P 500 ETF State Street (SSgA) · ETF Index | $2.3M | 28.3% |
| Vanguard Ftse Developed Markets ETF Vanguard · ETF Index | $1.9M | 23.3% |
| Vanguard Total Stock Market Index Fund ETF Shares Vanguard · ETF Index | $1.3M | 16.2% |
| iShares Core U.S. Aggregate Bond ETF BlackRock · ETF Index | $622K | 7.5% |
| Vanguard Ftse Emerging Markets ETF Vanguard · ETF Index | $604K | 7.3% |
| 400 Mid Cap ETF State Street State Street (SSgA) · ETF Index | $409K | 4.9% |
| Portfolio S&P 600 Small Cap ETF State Street (SSgA) · ETF Index | $294K | 3.6% |
| Vanguard Total International Bond Index Fund ETF Shares Vanguard · ETF Index | $122K | 1.5% |
| Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs · ETF Index | $119K | 1.4% |
| Vanguard Small-Cap Value Index Fund ETF Shares Vanguard · ETF Index | $86K | 1.0% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
34 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppediShares Core Total US Bond Market ETF | $403K |
| AddedPortfolio S&P 600 Small Cap ETF | $294K |
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. They do not show money moved.
34 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 1 by compensation.
| Provider | Compensation |
|---|---|
BETTERMENT FOR BUSINESS, LLC3 years Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 Advisory (Plan) | $17,555 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
3 contacts
5 filings · 2021 to 2025