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| Provider | Service type | Compensation |
|---|---|---|
BEACON HARBOR WEALTH ADVISORS1+ years Filed as: BEACON HARBOR Service code 27 440 VIKING DRIVE STE 200 · VIRGINIA BEACH, VA 23452 | Advisory (Plan) | $5,639 |
1 fund holds $10K of the plan's $100M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Goldman Sachs Financial Square Treasury Obligations Fund Goldman Sachs · Money market | $10K | 100.0% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.