Gary Gruver signed Catalist, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Catalist, LLC's EIN is 20-3232100.
Download the official 2024 Form 5500 (PDF) for Catalist, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Catalist, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BETTERMENT FOR BUSINESS, LLC | 47-4872674 | NEW YORK, NY | RECORDKEEPER | $24K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF " | Mutual Funds | — | — | $2.9M | 25.7% | |
| Vanguard Small-Cap Stock ETF " ** 77 Vanguard Small-Cap Value ETF " ** 591 Vanguard FTSE Developed Markets " | Mutual Funds | — | — | $2.2M | 18.9% | |
| Schwab International Equity ETF " ** 223 Schwab U.S. REIT ETF " ** 768 SPDR S&P Emerging Markets ETF " ** 225 SPDR Portfolio S&P 500 ETF " | Common Collective Trusts | — | — | $1.2M | 10.9% | |
| iShares Core Total US Bond Market ETF Exchange traded fund | Other securities | — | — | $1.2M | 10.1% | |
| Vanguard FTSE Emerging Markets " | Mutual Funds | — | — | $815K | 7.1% | |
| SPDR Portfolio S&P 400 Mid Cap " | Other securities | — | — | $513K | 4.5% | |
| Goldman Sachs ActiveBeta US Large Cap Equity " | Other securities | — | — | $397K | 3.5% | |
| SPDR Portfolio S&P 600 Small Cap ETF " | Other securities | — | — | $390K | 3.4% | |
| Vanguard Total International Bond ETF " | Mutual Funds | — | — | $267K | 2.3% | |
| Vanguard Value ETF " | Mutual Funds | — | — | $262K | 2.3% | |
| iShares Emerging Markets USD Bond ETF " | Other securities | — | — | $244K | 2.1% | |
| iShares ESG Aware MSCI USA ETF " | Other securities | — | — | $206K | 1.8% | |
| iShares ESG Aware MSCI EAFE ETF " | Other securities | — | — | $89K | 0.8% | |
| Goldman Sachs ActiveBeta International Equity " | Other securities | — | — | $87K | 0.8% | |
| Goldman Sachs ActiveBeta Europe Equity ETF " | Other securities | — | — | $55K | 0.5% | |
| iShares 0-5 Year TIPS Bond ETF " | Other securities | — | — | $50K | 0.4% | |
| iShares ESG Aware MSCI EM ETF " | Other securities | — | — | $44K | 0.4% | |
| iShares Core S&P 500 ETF " ** 194 JPMorgan Ultra-Short Income " | Common Collective Trusts | — | — | $42K | 0.4% | |
| Goldman Sachs ActiveBeta Emerging Markets Equity " | Other securities | — | — | $37K | 0.3% | |
| Vanguard Short-Term Inflation-Protected Securities ETF " | Mutual Funds | — | — | $37K | 0.3% | |
| iShares ESG Aware U.S. Aggregate Bond ETF " | Other securities | — | — | $30K | 0.3% | |
| iShares MSCI ACWI Low Carbon Target ETF " | Other securities | — | — | $29K | 0.3% | |
| Vanguard Mid-Cap Value ETF " ** 646 TCW Transform 500 ETF " | Mutual Funds | — | — | $27K | 0.2% | |
| Goldman Sachs Access Investment Grade Corporate Bond ETF " | Other securities | — | — | $24K | 0.2% | |
| iShares ESG Aware MSCI USA Small-Cap ETF " | Other securities | — | — | $23K | 0.2% | |
| Goldman Sachs ActiveBeta Japan Equity ETF " | Other securities | — | — | $23K | 0.2% | |
| Goldman Sachs TreasuryAccess 01 Year ETF " | Other securities | — | — | $22K | 0.2% | |
| Goldman Sachs ActiveBeta US Small Cap Equity ETF " | Other securities | — | — | $21K | 0.2% | |
| Goldman Sachs Access U.S. Aggregate Bond ETF " | Other securities | — | — | $21K | 0.2% | |
| Goldman Sachs Access Emerging Markets USD Bond ETF " | Other securities | — | — | $14K | 0.1% | |
| Vanguard LongTerm Government Bond " | U.S. Treasuries | — | — | $12K | 0.1% | |
| SPDR S&P 500 Fossil Fuel Reserves Free ETF " | Common Collective Trusts | — | — | $12K | 0.1% | |
| SPDR S&P Kensho New Economies Composite ETF " | Other securities | — | — | $11K | <0.1% | |
| iShares ESG Aware USD Corporate Bond ETF " | Other securities | — | — | $8K | <0.1% | |
| Invesco Emerging Markets Sovereign Debt ETF " ** 214 Schwab U.S. Broad Market ETF " | Mutual Funds | — | — | $7K | <0.1% | |
| SPDR MSCI EAFE Fossil Fuel Free ETF " | Other securities | — | — | $7K | <0.1% | |
| SPDR MSCI Emerging Markets Fossil Fuel Free ETF " | Other securities | — | — | $3K | <0.1% | |
| iShares Trust iShares USD Green Bond ETF " | Other securities | — | — | $2K | <0.1% | |
| Vanguard Dividend Appreciation ETF " | Mutual Funds | — | — | $2K | <0.1% | |
| Goldman Sachs Access Inflation Protected USD Bond ETF " | Other securities | — | — | $2K | <0.1% | |
| iShares iBoxx $ Investment Grade Corporate Bond ETF " | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
