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| Provider | Service type | Compensation |
|---|---|---|
BETTERMENT FOR BUSINESS, LLC4 years Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $0 |
7 funds of $250K or more; 44 lines in all, holding $7.6M of the plan's $7.7M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| SPDR Portfolio S&P 500 ETF State Street (SSgA) · ETF Index | $2.0M | 26.2% |
| 2,041 Vanguard Total Stock Market ET Vanguard · Mutual fund Index | $1.7M | 22.8% |
| Vanguard Ftse Developed Markets ETF Vanguard · ETF Index | $1.7M | 21.6% |
| Vanguard Ftse Emerging Markets ETF Vanguard · ETF Index | $528K | 6.9% |
| Millennium Trust Company, LLC Exchange Traded Funds: iShares Core U.S. Aggregate Bond ETF BlackRock · Collective trust Index | $520K | 6.8% |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF State Street (SSgA) · ETF Index | $380K | 5.0% |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF State Street (SSgA) · ETF Index | $277K | 3.6% |
| Vanguard Total International Bond Index Fund Vanguard · ETF Index | $105K | 1.4% |
| Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs · ETF Index | $76K | 1.0% |
| Vanguard Emerging Markets Government Bond ETF Vanguard · ETF Index | $68K | 0.9% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedMillennium Trust Company, LLC Exchange Traded Funds: iShares Core Total US Bond Market ETF | $326K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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.
The auditor signed off without reservation. This is the cleanest opinion.