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Original filing (PDF)20251112090200NAL0003374739001
MEETUP LLC
Form 5500
FILING_RECEIVED
MEETUP LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
30% in single holding
Active participants
12
Accounts w/ balance
97
Plan assets (EOY)
$4.0M
Net assets (EOY)
$4.0M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Market ETF Exchange Traded Fund" is 30% of plan.
Helping the score
- Below-peer total fees (33 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MEETUP LLC.
Plan sponsor
Name
MEETUP LLC
EIN
35-2671067
Address
9405 GLENCREST WAY · RALEIGH, NC · 27613
Phone
(551) 427-8647
Industry
Software Publishers· Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-11-12
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
SILICON VALLEY ACCOUNTANCY CORP.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BETTERMENT FOR BUSINESS, LLC | 47-4872674 | NEW YORK, NY | RECORDKEEPER | $13K | — |
Investments
28 direct securities· $3.9M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF Exchange Traded Fund | — | — | — | $1.2M | 29.7% | |
| Vanguard FTSE Developed Markets Index Fund ETF Exchange Traded Fund | — | — | — | $870K | 22.0% | |
| SPDR Portfolio S&P 500 ETF Exchange Traded Fund | — | — | — | $538K | 13.6% | |
| Vanguard FTSE Emerging Markets Stock Index ETF Exchange Traded Fund | — | — | — | $325K | 8.2% | |
| iShares Core MSCI EAFE ETF Exchange Traded Fund 767 * iShares Core MSCI Emerging Markets ETF Exchange Traded Fund 566 * iShares Core Total US Bond Market ETF Exchange Traded Fund | — | — | — | $285K | 7.2% | |
| SPDR Portfolio S&P 400 Mid Cap ETF Exchange Traded Fund | — | — | — | $204K | 5.1% | |
| SPDR Portfolio S&P 600 Small Cap ETF Exchange Traded Fund | — | — | — | $161K | 4.1% | |
| Vanguard Total International Bond ETF Exchange Traded Fund | — | — | — | $64K | 1.6% | |
| iShares Emerging Markets USD Bond ETF Exchange Traded Fund | — | — | — | $56K | 1.4% | |
| iShares ESG Aware MSCI USA ETF Exchange Traded Fund | — | — | — | $55K | 1.4% | |
| Vanguard Value ETF Exchange Traded Fund | — | — | — | $37K | 0.9% | |
| Vanguard Long Term Government Bond Index Fund ETF Exchange Traded Fund 264 * Vanguard Mid-Cap Value ETF Exchange Traded Fund | — | — | — | $31K | 0.8% | |
| Vanguard Small-Cap Value ETF Exchange Traded Fund | — | — | — | $30K | 0.8% | |
| Vanguard Dividend Appreciation ETF Exchange Traded Fund | — | — | — | $15K | 0.4% | |
| iShares ESG Aware MSCI EM ETF Exchange Traded Fund | — | — | — | $12K | 0.3% | |
| Invesco QQQ Trust ETF Exchange Traded Fund | — | — | — | $8K | 0.2% | |
| iShares 0-5 Year TIPS Bond ETF Exchange Traded Fund | — | — | — | $8K | 0.2% | |
| Xtrackers USD High Yield Corporate Bond ETF Exchange Traded Fund | — | — | — | $7K | 0.2% | |
| Goldman Sachs ActiveBeta Japan Equity ETF Exchange Traded Fund 367 * Goldman Sachs ActiveBeta US Large Cap Equity ETF Exchange Traded Fund | — | — | — | $7K | 0.2% | |
| TCW Transform 500 ETF Exchange Traded Fund | — | — | — | $7K | 0.2% | |
| iShares ESG Aware U.S. Aggregate Bond ETF Exchange Traded Fund | — | — | — | $6K | 0.2% | |
| iShares ESG Aware MSCI EAFE ETF Exchange Traded Fund | — | — | — | $6K | 0.1% | |
| iShares ESG Aware MSCI USA Small-Cap ETF Exchange Traded Fund | — | — | — | $5K | 0.1% | |
| JPMorgan Ultra-Short Income ETF Exchange Traded Fund | — | — | — | $2K | <0.1% | |
| Schwab U.S. Mid-Cap ETF Exchange Traded Fund | — | — | — | $2K | <0.1% | |
| iShares ESG Aware USD Corporate Bond ETF Exchange Traded Fund | — | — | — | $2K | <0.1% | |
| Vanguard Short-Term Inflation-Protected Securities ETF Exchange Traded Fund | — | — | — | $2K | <0.1% | |
| Goldman Sachs ActiveBeta International Equity ETF Exchange Traded Fund | — | — | — | $1K | <0.1% |
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