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| Provider | Service type | Compensation |
|---|---|---|
BETTERMENT FOR BUSINESS, LLC1+ years Service code 27 · EIN 47-4872674 8 W 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $764 |
11 funds hold $55K of the plan's $55K. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| SPDR Portfolio S&P 500 ETF State Street (SSgA) · ETF Index | $24K | 43.0% |
| Vanguard Ftse Developed Markets ETF Vanguard · ETF Index | $13K | 23.8% |
| iShares Core U.S. Aggregate Bond ETF BlackRock · ETF Index | $6K | 11.5% |
| Vanguard Ftse Emerging Markets ETF Vanguard · ETF Index | $4K | 7.5% |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF State Street (SSgA) · ETF Index | $3K | 5.2% |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF State Street (SSgA) · ETF Index | $2K | 3.9% |
| Vanguard Total International Bond Index Fund Vanguard · ETF Index | $1K | 2.1% |
| Vanguard Emerging Markets Government Bond ETF Vanguard · ETF Index | $980 | 1.8% |
| Vanguard Large-Cap Index Fund Vanguard · ETF Index | $276 | 0.5% |
| iShares 0-5 Year TIPS Bond ETF BlackRock · ETF Index | $240 | 0.4% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.