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Original filing (PDF)20251014103524NAL0002538321001
VIEW THE SPACE, INC.
Form 5500
FILING_RECEIVED
VIEW THE SPACE, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
29% in single holding
Active participants
187
Accounts w/ balance
600
Plan assets (EOY)
$24.5M
Net assets (EOY)
$24.5M
How this plan invests
This plan
54 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 "The Vanguard Group, Inc. Vanguard Total Stock Market ETF" is 29% of plan.
Helping the score
- Below-peer total fees (5 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VIEW THE SPACE, INC..
Plan sponsor
Name
VIEW THE SPACE, INC.
EIN
46-4393863
Address
1095 AVENUE OF AMERICA · 14TH FLOOR · NEW YORK, NY · 10036
Phone
(646) 450-5415
Industry
Real Estatesee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CBIZ CPAS
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 | $12K | — |
Investments
54 direct securities· $24.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| The Vanguard Group, Inc. Vanguard Total Stock Market ETF | — | — | — | $7.2M | 29.4% | |
| The Vanguard Group, Inc. Vanguard FTSE Developed Markets | — | — | — | $5.4M | 22.0% | |
| Investors State Street Global SPDR Portfolio S&P 500 ETF | — | — | — | $3.5M | 14.1% | |
| The Vanguard Group, Inc. Vanguard FTSE Emerging Markets | — | — | — | $2.0M | 8.1% | |
| Market ETF BlackRock, Inc. iShares Core Total US Bond Market ETF | — | — | — | $1.6M | 6.5% | |
| Investors ETF State Street Global SPDR Portfolio S&P 400 Mid Cap | — | — | — | $1.3M | 5.3% | |
| Investors State Street Global SPDR Portfolio S&P 600 Small CAP | — | — | — | $979K | 4.0% | |
| The Vanguard Group, Inc. Vanguard Total International Bond ETF | — | — | — | $365K | 1.5% | |
| BlackRock, Inc. iShares Emerging Markets USD Bond | — | — | — | $334K | 1.4% | |
| Inc. ETF Goldman Sachs Group, Goldman Sachs ActiveBeta US Large | — | — | — | $297K | 1.2% | |
| BlackRock, Inc. iShares ESG Aware MSCI USA ETF | — | — | — | $268K | 1.1% | |
| ETF BlackRock, Inc. iShares ESG Aware MSCI EAFE ETF | — | — | — | $163K | 0.7% | |
| Inc. Equity ETF Goldman Sachs Group, Goldman Sachs TreasuryAccess 01 Year | — | — | — | $105K | 0.4% | |
| Bond ETF BlackRock, Inc. iShares iBoxx $ Investment Grade ** 4 Corporate Bond ETF BlackRock, Inc. iShares MSCI ACWI Low Carbon Target | — | — | — | $97K | 0.4% | |
| Investors Free ETF State Street Global SPDR S&P 600 Small Cap Value ETF ** 14 Investors State Street Global SPDR S&P Kensho New Economies | — | — | — | $78K | 0.3% | |
| Inc. Equity ETF Goldman Sachs Group, Goldman Sachs ActiveBeta International | — | — | — | $71K | 0.3% | |
| The Vanguard Group, Inc. Vanguard Value ETF | — | — | — | $68K | 0.3% | |
| BlackRock, Inc. iShares ESG Aware MSCI EM ETF | — | — | — | $68K | 0.3% | |
| The Vanguard Group, Inc. Vanguard Mid-Cap Value ETF | — | — | — | $51K | 0.2% | |
| Investors Composite ETF TCW Transform TCW Transform 500 ETF | — | — | — | $48K | 0.2% | |
| Inc. Markets Equity Goldman Sachs Group, Goldman Sachs ActiveBeta Europe | — | — | — | $46K | 0.2% | |
| The Vanguard Group, Inc. Vanguard Small-Cap Value ETF | — | — | — | $44K | 0.2% | |
| BlackRock, Inc. iShares ESG Aware MSCI USA Small- | — | — | — | $41K | 0.2% | |
| Investors ETF State Street Global SPDR S&P 500 Fossil Fuel Reserves | — | — | — | $39K | 0.2% | |
| The Vanguard Group, Inc. Vanguard US Total Bond Market ETF | — | — | — | $31K | 0.1% | |
| Cap ETF BlackRock, Inc. iShares ESG Aware U.S. Aggregate Bond | — | — | — | $30K | 0.1% | |
| Inc. Bond ETF Goldman Sachs Group, Goldman Sachs ActiveBeta Emerging | — | — | — | $30K | 0.1% | |
| Broad Strategy No K-1 ETF Invesco, Ltd. Invesco Emerging Markets Sovereign ** 74 Debt ETF BlackRock, Inc. iShares 0-5 Year TPS Bond ETF | — | — | — | $29K | 0.1% | |
| Inc. Cap Equity ETF Goldman Sachs Group, Goldman Sachs JUST U.S. Large Cap | — | — | — | $29K | 0.1% | |
| Inc. State Street Global SPDR MSCI EAFE Fossil Fuel Free ETF | — | — | — | $25K | 0.1% | |
| ETF BlackRock, Inc. iShares Trust iShares USD Green Bond | — | — | — | $19K | <0.1% | |
| Inc. Equity Goldman Sachs Group, Goldman Sachs ActiveBeta Japan Equity | — | — | — | $19K | <0.1% | |
| Inc. ETF GraniteShares Gold Trust GraniteShares Bloomberg Commodity | — | — | — | $16K | <0.1% | |
| Inc. Cap Equity Goldman Sachs Group, Goldman Sachs ActiveBeta US Small | — | — | — | $15K | <0.1% | |
| ETF BlackRock, Inc. iShares ESG Aware USD Corporate | — | — | — | $12K | <0.1% | |
| ETF BlackRock, Inc. iShares S&P Mid-Cap Value ETF ** 63 JP Morgan Chase JP Morgan Ultra-Short Income | — | — | — | $12K | <0.1% | |
| Investors State Street Global SPDR MSCI Emerging Markets Fossil | — | — | — | $11K | <0.1% | |
| Inc. Grade Corporate Bond ETF Goldman Sachs Group, Goldman Sachs Access U.S. Aggregate | — | — | — | $10K | <0.1% | |
| Government Bond Index Fund The Vanguard Group, Inc. Vanguard Large-Cap ETF - DNQ | — | — | — | $10K | <0.1% | |
| Inc. Markets Bond ETF Goldman Sachs Group, Goldman Sachs Access Investment | — | — | — | $9K | <0.1% | |
| Charles Schwab & Co., Schwab U.S. Broad Market ETF | — | — | — | $9K | <0.1% | |
| Goldman Sachs Group, Goldman Sachs Access Emerging | — | — | — | $9K | <0.1% | |
| The Vanguard Group, Inc. Vanguard Short-Term Inflation-Protected | — | — | — | $7K | <0.1% | |
| BlackRock, Inc. iShares Core MSCI EAFE ETF | — | — | — | $7K | <0.1% | |
| The Vanguard Group, Inc. Vanguard Long-Term Government Bond | — | — | — | $6K | <0.1% | |
| The Vanguard Group, Inc. Vanguard Mid-Cap Stock ETF | — | — | — | $5K | <0.1% | |
| State Street Global SPDR SSGA Gender Diversity Index | — | — | — | $4K | <0.1% | |
| Securities ETF The Vanguard Group, Inc. Vanguard Small-Cap Stock ETF | — | — | — | $4K | <0.1% | |
| Tidal Financial Group Tidal Trust III | — | — | — | $4K | <0.1% | |
| The Vanguard Group, Inc. Vanguard Intermediate-Term | — | — | — | $2K | <0.1% | |
| BlackRock, Inc. iShares Core MSCI Emerging Markets | — | — | — | $1K | <0.1% | |
| BlackRock, Inc. iShares Core S&P Total U.S. Stock | — | — | — | $1K | <0.1% | |
| Inc. Charles Schwab & Co., Schwab U.S. Large-Cap Value ETF | — | — | — | $1K | <0.1% | |
| Xtrackers USD High Yield Corporate ** 48 Bond Academy Asset Academy Veteran Impact ETF | — | — | — | $1K | <0.1% |
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