Ted Livermore signed Virtru Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Virtru Corporation's EIN is 45-4267602.
Download the official 2024 Form 5500 (PDF) for Virtru Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Virtru Corporation'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 | $17K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF " | Mutual Funds | — | — | $2.8M | 26.5% | |
| Vanguard FTSE Developed Markets " | Mutual Funds | — | — | $2.3M | 21.9% | |
| SPDR Portfolio S&P 500 ETF " | Common Collective Trusts | — | — | $1.8M | 17.0% | |
| iShares Core Total US Bond Market ETF Exchange traded fund | Other securities | — | — | $945K | 8.8% | |
| Vanguard FTSE Emerging Markets " | Mutual Funds | — | — | $833K | 7.8% | |
| SPDR Portfolio S&P 400 Mid Cap " | Other securities | — | — | $555K | 5.2% | |
| SPDR Portfolio S&P 600 Small Cap ETF " | Other securities | — | — | $431K | 4.0% | |
| Vanguard Total International Bond ETF " | Mutual Funds | — | — | $221K | 2.1% | |
| iShares Emerging Markets USD Bond ETF " | Other securities | — | — | $187K | 1.7% | |
| Vanguard Value ETF " | Mutual Funds | — | — | $84K | 0.8% | |
| Goldman Sachs ActiveBeta US Large Cap Equity " | Other securities | — | — | $56K | 0.5% | |
| Participant Loans (4.25% - 9.50%) - | Bonds / Notes | — | — | $45K | 0.4% | |
| iShares 0-5 Year TIPS Bond ETF " | Other securities | — | — | $42K | 0.4% | |
| Vanguard LongTerm Government Bond " ** 161 Vanguard Mid-Cap Value ETF " | U.S. Treasuries | — | — | $38K | 0.4% | |
| iShares ESG Aware MSCI USA ETF " | Other securities | — | — | $37K | 0.3% | |
| SPDR S&P Kensho New Economies Composite ETF " | Other securities | — | — | $34K | 0.3% | |
| Vanguard Small-Cap Value ETF " | Mutual Funds | — | — | $24K | 0.2% | |
| JPMorgan Ultra-Short Income " | Other securities | — | — | $16K | 0.2% | |
| Goldman Sachs ActiveBeta International Equity " | Other securities | — | — | $13K | 0.1% | |
| Schwab U.S. Broad Market ETF " | Mutual Funds | — | — | $13K | 0.1% | |
| iShares ESG Aware MSCI EAFE ETF " | Other securities | — | — | $9K | <0.1% | |
| Goldman Sachs Access Emerging Markets USD Bond ETF " ** 188 Goldman Sachs Access Investment Grade Corporate Bond E " ** 220 Goldman Sachs ActiveBeta Europe Equity ETF " | Other securities | — | — | $8K | <0.1% | |
| iShares ESG Aware MSCI EM ETF " | Other securities | — | — | $8K | <0.1% | |
| Vanguard U.S. Large-cap Growth Equity ETF " | Mutual Funds | — | — | $8K | <0.1% | |
| Invesco Emerging Markets Sovereign Debt ETF " ** 17 Invesco QQQ Trust " | Mutual Funds | — | — | $8K | <0.1% | |
| Goldman Sachs TreasuryAccess 01 Year ETF " ** 695 Goldman Sachs Access U.S. Aggregate Bond ETF " ** 283 Goldman Sachs ActiveBeta Emerging Markets Equity " | Other securities | — | — | $5K | <0.1% | |
| TCW Transform 500 ETF " | Other securities | — | — | $4K | <0.1% | |
| iShares ESG Aware U.S. Aggregate Bond ETF " | Other securities | — | — | $4K | <0.1% | |
| iShares ESG Aware MSCI USA Small-Cap ETF " | Other securities | — | — | $4K | <0.1% | |
| Goldman Sachs ActiveBeta Japan Equity ETF " | Other securities | — | — | $3K | <0.1% | |
| Goldman Sachs ActiveBeta US Small Cap Equity ETF " | Other securities | — | — | $3K | <0.1% | |
| iShares Core MSCI EAFE ETF " | Other securities | — | — | $3K | <0.1% | |
| Xtrackers USD High Yield Corporate Bond " | Other securities | — | — | $3K | <0.1% | |
| iShares Trust iShares 5-10 Year Investment Grade Corporate " | Other securities | — | — | $3K | <0.1% | |
| iShares ESG Aware USD Corporate Bond ETF " | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
