Brooke Malman signed Empire Portfolio Group Payroll LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Empire Portfolio Group Payroll LLC's EIN is 86-2011795.
Download the official 2024 Form 5500 (PDF) for Empire Portfolio Group Payroll LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Empire Portfolio Group Payroll 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 | $9K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard LongTerm Government Bond 8 Vanguard FTSE Developed Markets | U.S. Treasuries | — | — | $582K | 22.6% | |
| Vanguard Total Stock Market ETF | Mutual Funds | — | — | $566K | 22.0% | |
| SPDR Portfolio S&P 500 ETF | Common Collective Trusts | — | — | $532K | 20.6% | |
| iShares Core Total US Bond Market ETF | Other securities | — | — | $222K | 8.6% | |
| Vanguard FTSE Emerging Markets | Mutual Funds | — | — | $212K | 8.2% | |
| SPDR Portfolio S&P 400 Mid Cap | Other securities | — | — | $155K | 6.0% | |
| SPDR S&P 600 Small Cap Value ETF | Other securities | — | — | $109K | 4.2% | |
| Vanguard Total International Bond ETF | Mutual Funds | — | — | $59K | 2.3% | |
| iShares Emerging Markets USD Bond ETF | Other securities | — | — | $44K | 1.7% | |
| Vanguard Value ETF | Mutual Funds | — | — | $9K | 0.4% | |
| Xtrackers USD High Yield Corporate Bond 532 iShares 0-5 Year TIPS Bond ETF | Other securities | — | — | $8K | 0.3% | |
| Vanguard Mid-Cap Value ETF | Mutual Funds | — | — | $8K | 0.3% | |
| Goldman Sachs ActiveBeta International Equity 72 Goldman Sachs ActiveBeta US Large Cap Equity 314 Goldman Sachs ActiveBeta US Small Cap Equity ETF 16 Goldman Sachs TreasuryAccess 01 Year ETF | Other securities | — | — | $7K | 0.3% | |
| Vanguard Short-term Inflation-Protected Securities 803 Vanguard Small-Cap Value ETF | Mutual Funds | — | — | $7K | 0.3% | |
| TCW Transform 500 ETF 311 JP Morgan Ultra-Short Income | Other securities | — | — | $3K | 0.1% | |
| iShares ESG Aware MSCI EM ETF 578 iShares ESG Aware MSCI USA ETF | Other securities | — | — | $3K | 0.1% | |
| February 2025 | Other securities | — | — | $2K | <0.1% | |
| Goldman Sachs ActiveBeta Europe Equity ETF 45 Goldman Sachs ActiveBeta Japan Equity ETF 18 GraniteShares Bloomberg Commodity Broad Strategy N | Other securities | — | — | $2K | <0.1% | |
| iShares ESG Aware MSCI EAFE ETF | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
