Daryl Nelson signed Concentric Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Concentric Group, Inc.'s EIN is 81-3389131.
Download the official 2024 Form 5500 (PDF) for Concentric Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Concentric Group, Inc.'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 | $48K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market | Mutual Funds | — | — | $5.0M | 24.7% | |
| Vanguard FTSE Developed Markets | Mutual Funds | — | — | $4.3M | 21.3% | |
| SPDR S&P 500 ETF | Common Collective Trusts | — | — | $3.0M | 14.8% | |
| iShares Core MSCI EAFE ETF 182 iShares Core MSCI Emerging Markets ETF 58 iShares Core Total US Bond Market | Other securities | — | — | $2.0M | 10.0% | |
| Vanguard FTSE Emerging Markets | Mutual Funds | — | — | $1.6M | 7.9% | |
| SPDR S&P 400 Mid Cap | Other securities | — | — | $1.0M | 5.0% | |
| SPDR S&P 600 Small Cap ETF | Other securities | — | — | $761K | 3.8% | |
| iShares Emerging Markets USD Bond | Other securities | — | — | $478K | 2.4% | |
| Vanguard Total International Bond | Mutual Funds | — | — | $433K | 2.2% | |
| Goldman Sachs ActiveBeta US Large Cap Equity | Other securities | — | — | $256K | 1.3% | |
| iShares ESG Aware MSCI USA | Other securities | — | — | $176K | 0.9% | |
| J.P. Morgan Ultra-Short Income | Other securities | — | — | $108K | 0.5% | |
| iShares 0-5 Year TIPS Bond ETF | Other securities | — | — | $93K | 0.5% | |
| SPDR S&P Kensho New Economics Composite ETF | Other securities | — | — | $90K | 0.4% | |
| iShares MSCI ACWI Low Carbon Target | Other securities | — | — | $85K | 0.4% | |
| iShares ESG Aware MSCI EAFE | Other securities | — | — | $83K | 0.4% | |
| Vanguard Small-Cap Stock ETF 83 Vanguard Small-Cap Value | Mutual Funds | — | — | $72K | 0.4% | |
| Vanguard Dividend Appreciation ETF | Mutual Funds | — | — | $64K | 0.3% | |
| Goldman Sachs ActiveBeta International Equity | Other securities | — | — | $57K | 0.3% | |
| Vanguard Value | Mutual Funds | — | — | $41K | 0.2% | |
| iShares ESG Aware MSCI EM | Other securities | — | — | $37K | 0.2% | |
| Goldman Sachs ActiveBeta Europe Equity ETF | Other securities | — | — | $37K | 0.2% | |
| iShares ESG Aware U.S. Aggregate Bond | Other securities | — | — | $36K | 0.2% | |
| Schwab REIT ETF | Mutual Funds | — | — | $36K | 0.2% | |
| SPDR S&P 500 Fossil Fuel Reserves Free | Common Collective Trusts | — | — | $35K | 0.2% | |
| TCW Transform 500 ETF | Other securities | — | — | $31K | 0.2% | |
| Vanguard Mid-Cap Value | Mutual Funds | — | — | $27K | 0.1% | |
| iShares ESG Aware MSCI USA Small-Cap ETF | Other securities | — | — | $25K | 0.1% | |
| Goldman Sachs ActiveBeta Emerging Markets Equity | Other securities | — | — | $24K | 0.1% | |
| Vanguard Short-Term Inflation-Protected Securities | Mutual Funds | — | — | $24K | 0.1% | |
| iShares Trust iShares USD Green Bond | Other securities | — | — | $23K | 0.1% | |
| Schwab U.S. Mid-Cap ETF 110 SPDR MSCI EAFE Fossil Fuel Free | Mutual Funds | — | — | $23K | 0.1% | |
| GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF 4 Invesco Emerging Markets Sovereign Debt 25 Invesco QQQ Trust | Mutual Funds | — | — | $17K | <0.1% | |
| Goldman Sachs ActiveBeta Japan Equity ETF | Other securities | — | — | $15K | <0.1% | |
| Goldman Sachs TreasuryAccess 01 Year | Other securities | — | — | $14K | <0.1% | |
| Goldman Sachs ActiveBeta US Small Cap Equity | Other securities | — | — | $14K | <0.1% | |
| iShares ESG Aware USD Corporate Bond | Other securities | — | — | $12K | <0.1% | |
| SPDR MSCI Emerging Markets Fossil Fuel Free | Other securities | — | — | $9K | <0.1% | |
| Schwab U.S. Broad Market ETF | Mutual Funds | — | — | $9K | <0.1% | |
| Participants Participant Loan Rate 4.25% - | Bonds / Notes | — | — | $9K | <0.1% | |
| Vanguard U.S. Large-cap Growth Equity ETF | Mutual Funds | — | — | $7K | <0.1% | |
| Goldman Sachs Access U.S. Aggregate Bond | Other securities | — | — | $4K | <0.1% | |
| Goldman Sachs Access Inflation Protected USD Bond 504 Goldman Sachs Access Investment Grade Corporate Bond | Other securities | — | — | $3K | <0.1% | |
| Vanguard Long-Term Government Bond | U.S. Treasuries | — | — | $2K | <0.1% | |
| Goldman Sachs Access High Yield Corporate Bond 409 Goldman Sachs Access Emerging Markets USD 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.
