Alison Sweeney signed Digital United, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Digital United, LLC's EIN is 87-3496244.
Download the official 2024 Form 5500 (PDF) for Digital United, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Digital United, 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 | $28K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SPDR Portfolio S&P 500 ETF Mutual Funds | Common Collective Trusts | — | — | $7.9M | 38.4% | |
| Vanguard FTSE Developed Markets Mutual Funds | Mutual Funds | — | — | $4.3M | 21.2% | |
| iShares Core Total US Bond Mkt ETF Mutual Funds | Other securities | — | — | $2.6M | 12.5% | |
| Vanguard FTSE Emerging Markets Mutual Funds | Mutual Funds | — | — | $1.5M | 7.5% | |
| SPDR Portfolio S&P 400 Mid Cap Mutual Funds | Other securities | — | — | $1.1M | 5.2% | |
| SPDR Portfolio S&P 600 Sm Cap ETF Mutual Funds | Other securities | — | — | $868K | 4.2% | |
| Vanguard Total International Bond ETF Mutual Funds | Mutual Funds | — | — | $578K | 2.8% | |
| iShares Emerging Mkts USD Bond ETF Mutual Funds | Other securities | — | — | $512K | 2.5% | |
| Vanguard Total Stock Market ETF Mutual Funds | Mutual Funds | — | — | $194K | 0.9% | |
| iShares 0-5 Year TIPS Bond ETF Mutual Funds | Other securities | — | — | $173K | 0.8% | |
| Goldman Sachs ActiveBeta US Large Cap Equity Mutual Funds | Other securities | — | — | $145K | 0.7% | |
| Participant Loans Interest rates of 5.25% - 9.50% | Bonds / Notes | — | — | $130K | 0.6% | |
| Goldman Sachs TreasuryAccess 01 Year ETF Mutual Funds | Other securities | — | — | $130K | 0.6% | |
| JPMorgan Ultra-Short Income Mutual Funds | Other securities | — | — | $82K | 0.4% | |
| Vanguard Small-Cap Value ETF Mutual Funds | Mutual Funds | — | — | $57K | 0.3% | |
| Goldman Sachs ActiveBeta International Equity Mutual Funds | Other securities | — | — | $33K | 0.2% | |
| Goldman Sachs ActiveBeta Europe Equity ETF Mutual Funds | Mutual Funds | — | — | $21K | 0.1% | |
| Goldman Sachs ActiveBeta Emerging Mkts Eq Mutual Funds | Other securities | — | — | $14K | <0.1% | |
| Goldman Sachs ActiveBeta Japan Equity ETF Mutual Funds | Other securities | — | — | $8K | <0.1% | |
| Goldman Sachs ActiveBeta US Sm Cap Eq ETF Mutual Funds | Other securities | — | — | $7K | <0.1% | |
| Vanguard Dividend Appreciation ETF Mutual Funds | Mutual Funds | — | — | $5K | <0.1% | |
| Goldman Sachs Access Inv Grade Corp Bond ETF Mutual Funds | Common Stocks | — | — | $5K | <0.1% | |
| Goldman Sachs Access Em Mkts USD Bond ETF Mutual Funds | Other securities | — | — | $5K | <0.1% | |
| Vanguard LongTerm Government Bond Mutual Funds | U.S. Treasuries | — | — | $4K | <0.1% | |
| SPDR S&P Kensho New Econ Composite ETF Mutual Funds | Other securities | — | — | $3K | <0.1% | |
| Vanguard Mid-Cap Value ETF Mutual Funds | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard Global ex-U.S. Real Estate ETF Mutual Funds | Mutual Funds | — | — | $3K | <0.1% | |
| Schwab U.S. REIT ETF Mutual Funds | Mutual Funds | — | — | $3K | <0.1% | |
| GraniteShares Bloomberg Cmdty Brd Strat No K-1 ETF Mutual Funds | Other securities | — | — | $2K | <0.1% | |
| Xtrackers USD High Yield Corporate Bond Mutual Funds | 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.
