Andrea Garvey signed Hometap Equity Partners LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hometap Equity Partners LLC's EIN is 82-3844831.
Download the official 2024 Form 5500 (PDF) for Hometap Equity Partners LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hometap Equity Partners 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 | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF " | Mutual Funds | — | — | $3.0M | 23.2% | |
| Vanguard FTSE Developed Markets " | Mutual Funds | — | — | $2.9M | 22.5% | |
| SPDR Portfolio S&P 500 ETF " | Common Collective Trusts | — | — | $2.3M | 17.7% | |
| Vanguard FTSE Emerging Markets " | Mutual Funds | — | — | $1.0M | 7.8% | |
| iShares Core MSCI Emerging Markets ETF " ** 701 b iShares Core Total US Bond Market ETF " | Other securities | — | — | $919K | 7.1% | |
| SPDR Portfolio S&P 400 Mid Cap " | Other securities | — | — | $680K | 5.3% | |
| SPDR Portfolio S&P 600 Small Cap ETF " | Other securities | — | — | $519K | 4.0% | |
| Goldman Sachs ActiveBeta US Large Cap Equity " | Other securities | — | — | $324K | 2.5% | |
| Vanguard Total International Bond ETF " | Mutual Funds | — | — | $200K | 1.5% | |
| iShares Emerging Markets USD Bond ETF " | Other securities | — | — | $180K | 1.4% | |
| Participant loans Participant loans, - | Participant loans | — | — | $133K | 1.0% | |
| Invesco Emerging Markets Sovereign Debt ETF " ** 21 b iShares 0-5 Year TIPS Bond ETF " | Mutual Funds | — | — | $81K | 0.6% | |
| Goldman Sachs ActiveBeta International Equity " | Other securities | — | — | $72K | 0.6% | |
| iShares MSCI ACWI Low Carbon Target ETF " | Other securities | — | — | $50K | 0.4% | |
| Goldman Sachs ActiveBeta Europe Equity ETF " | Other securities | — | — | $45K | 0.4% | |
| As of December 31, 2024 b Vanguard Small-Cap Value ETF " | Mutual Funds | — | — | $31K | 0.2% | |
| SPDR S&P Kensho New Economies Composite ETF " | Other securities | — | — | $30K | 0.2% | |
| Schwab U.S. Broad Market ETF " | Mutual Funds | — | — | $30K | 0.2% | |
| Goldman Sachs ActiveBeta Emerging Markets Equity " | Other securities | — | — | $29K | 0.2% | |
| Goldman Sachs Access Invest. Grade Corp. Bond ETF " | Common Stocks | — | — | $25K | 0.2% | |
| iShares Trust iShares USD Green Bond ETF " | Other securities | — | — | $24K | 0.2% | |
| Vanguard Value ETF " | Mutual Funds | — | — | $21K | 0.2% | |
| SPDR S&P 500 Fossil Fuel Reserves Free ETF " | Common Collective Trusts | — | — | $21K | 0.2% | |
| Goldman Sachs ActiveBeta Japan Equity ETF " | Other securities | — | — | $18K | 0.1% | |
| Goldman Sachs ActiveBeta US Small Cap Equity ETF " | Other securities | — | — | $17K | 0.1% | |
| SPDR Bloomberg 3-12 Month T-Bill ETF " ** 975 b SPDR MSCI EAFE Fossil Fuel Free ETF " | Other securities | — | — | $13K | <0.1% | |
| Goldman Sachs Access Emerging Markets USD Bond ETF Exchange traded fund | Other securities | — | — | $12K | <0.1% | |
| Vanguard LongTerm Government Bond " | U.S. Treasuries | — | — | $11K | <0.1% | |
| Goldman Sachs Access U.S. Aggregate Bond ETF " | Other securities | — | — | $11K | <0.1% | |
| Vanguard Mid-Cap Value ETF " | Mutual Funds | — | — | $10K | <0.1% | |
| Goldman Sachs TreasuryAccess 01 Year ETF " | Other securities | — | — | $7K | <0.1% | |
| TCW Transform 500 ETF " | Other securities | — | — | $6K | <0.1% | |
| JP Morgan Ultra-Short Income " | Other securities | — | — | $6K | <0.1% | |
| SPDR MSCI Emerging Markets Fossil Fuel Free ETF " | Other securities | — | — | $5K | <0.1% | |
| iShares ESG Aware MSCI USA Small-Cap ETF " | Other securities | — | — | $5K | <0.1% | |
| Vanguard Short-Term Inflation-Protected Securities ETF " | Mutual Funds | — | — | $5K | <0.1% | |
| Schwab U.S. REIT ETF " | Mutual Funds | — | — | $4K | <0.1% | |
| Goldman Sachs Access Inflation Protected USD Bond ETF " | Other securities | — | — | $4K | <0.1% | |
| iShares Core MSCI EAFE ETF " | Other securities | — | — | $1K | <0.1% | |
| Plan Year Transferred Late to Plan (1) Not Corrected Outside VFCP 51 2023 150 - 150 - 2024 992 - 992 - b 1,142 - | 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.
