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Past Due Requests 2

Open Requests 2

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SECURE Act - What you need to know

Highlights of the SECURE Act

Month DD, YYYY

IMPORTANT RMD INFORMATION

RMD information for 401, 403(b) and governmental 457(b) DC plans

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Plan Balance

Balance

$43,288,588.89

View by Investments

Loan Balance

$33,333.33

EASE Account

$9,856.57

Forfeiture Account

$0.00

Self-Directed Brokerage Balance

$13,488.66

Total Balance

$43,345,267.45

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RMD Age Participants

XX/XX/YYYY

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Access/Sponsor Activity Reports

XX/XX/YYYY

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Distribution Reports

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Plan Health

Average Replacement Income

61%

Participation Rate 76%

Average % Deferral 5%

Average $ Deferral $564

Investment Diversification 62%

Plan Information Plan Highlights

Primary Plan Contact

Demo User
1 Sample Rd New York, NY

[email protected]
454-555-4444

Contract Issued

01/01/20YY

Plan Year End

12/31

Plan Type

XXX

Total Participants

199

Plan Details

Online Enrollment

Offered

Auto Enrollment

Offered

Contribution Rate Change

Offered

Mutual Fund Window

Offered

Loans Allowed

Yes, 2

View All Plan Details

Plan List

Plan Name

Plan Number

Participants with a Balance

Total Balance

YTD Contributions

ABC Retirement Savings Plan 1

565011

1762

$243,345,287.45

$102,301.12

ABC Retirement Savings Plan 2

234567

122

$5,836,825.16

$27,029.84

ABC Nonqualified Plan

234567

106

$3,498,253.90

$25,495.85

Total Relationship This total includes all the plan you have access to, not just those displayed in the grid.

1990

$252,680,366.51

$154,826.81

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Participant List As of market close Month, DD, YYYY

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Total Plans2

Total Participants6

Total Balance$49,182,112.61

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Name	Last 4 SSN	Age	Status	Total Balance	Location	Plan#	Plan Name
SMITH, JOHN View Participant Website. View Participant Statement.	1234	52.0	Active - Eligible for Contributions	$125,673.89	ABC1	565011	ABC Retirement Savings Plan 1
SMITH, FRANK View Participant Website. View Participant Statement.	1234	39.2	Active - Eligible for Contributions	$12,903.78	ABC4	565011	ABC Retirement Savings Plan 1
ROGER, SMITH View Participant Website. View Participant Statement.	1234	41.3	Active - Eligible for Contributions	$562,890.01	ABC1	565011	ABC Retirement Savings Plan 1
SMITH, MICHAEL View Participant Website. View Participant Statement.	1234	32.1	Active - Eligible for Contributions	$11,902.04	ABC2	234567	ABC Retirement Savings Plan 2
SMITH, MICHELE View Participant Website. View Participant Statement.	1234	26.2	Active - Eligible for Contributions	$1,422.21	ABC2	565051	ABC Retirement Savings Plan 1

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Participant Summary As of market close Month, DD, YYYY

SMITH, JOHN xxx-xx-1234 View Participant Website

ABC Company Savings Plan 1: 565011

Participant Information

Edit Participant Information

First Name

Middle Name

Last Name

Address Line 1

Address Line 2

City

State

Zip Code

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SSN (last 4 digits)

XXX - XX -

John Smith
P.O. Box 1234
Hartford, CT 012345

Date of Birth

01/15/1960

Age

SSN

xxx-xx-1234

Contribution Information

Last Contribution Date

01/01/YYYY

Last Contribution

$275.00

Current Deferral

Pretax Deferral

Roth Deferral

$100.00

After Tax

Pretax Catch Up

Employment & Plan Information

Employment Information

Date of Hire

Employee ID

Date of Termination

Save

Cancel

SSN (last 4 digits)

XXX - XX -

Participant Status

Active - Eligible for Contributions

Location

0001 - ABC 1

Managed Account

Enrolled

Hire Date

12/01/2009

Participant Balance

Balance

$149,569.12 View by Investments

Loan

$4,000.00

Self-Directed Brokerage Balance

$5,345.23

Total Balance

$158,914.35

Manage Participant

Requests Requiring Your Attention 1

Past Due Requests 0

Open Requests 3

Closed Requests

Start a New Request

Participant Links

Participant Statements

View Participant Website

Investment Elections

Managed Account

Enrolled

Fixed Accounts

50%

Solution 2035 Portfolio

25%

Stock Index Fund

25%

Beneficiary Information

Primary

Relationship

Percentage

Jill Smith

Spouse

100%

CONTINGENT

Relationship

Percentage

Jack Smith	Child	25%
Jane Smith	Child	25%
Josh Smith	Child	25%
Jake Smith	Child	25%

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Beneficiary Information

Primary	SSN	Date of Birth	Relationship	Percentage
Jill Smith	Not Provided	Not Provided	Spouse	100%

CONTINGENT	SSN	Date of Birth	Relationship	Percentage
Jack Smith	Not Provided	Not Provided	Child	25%
Jane Smith	Not Provided	Not Provided	Child	25%
Josh Smith	Not Provided	Not Provided	Child	25%
Jake Smith	Not Provided	Not Provided	Child	25%

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View by: Source Investments

Valuation DateMM/DD/YYYY Update

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Plan Balance by Investments

Fund Number

Investment/Fund Name

Asset Class

# of Units/Shares

Unit/Share Price

YTD Contributions

Balance

Balance %

0732

Stable Value Fund

Stability of Principal

N/A

$7,000.00

$2,034,284.94

0487

Bond Fund

Bonds

15,552,413.1783

$24.43

$7,000.00

$6,001,991.37

17%

0496

Conservative Asset Allocation Fund

Asset Allocation

10,676,265.7329

$24.97

$7,000.00

$4,698,629.16

11%

0367

Moderate Asset Allocation Fund

Asset Allocation

7,741,596.1830

$33.88

$7,000.00

$1,999,629.05

0694

Aggressive Asset Allocation Fund

Asset Allocation

97,768,549.2100

$1.00

$7,000.00

$7,884,507.79

17%

0213

Large Company Fund

Large Cap Growth

6,112,844.1502

$13.43

$20,000.00

$3,558,648.10

0798

Small Company Fund

Small/Mid/Specialty

2,571,525.6709

$29.15

$20,000.00

$2,301,634.76

0799

International Fund

Global/International

5,084,266.8413

$12.29

$20,000.00

$2,453,343.27

----

Company Stock

Common Stock

2,744,824.2318

$23.21

$5,000.00

$12,402,619.01

19%

Total

$100,000,00

$49,182,112.61

100%

Investments are priced at the previous market close and updated overnight.

The information above does not include outstanding loan balances or assets invested in the Self-Directed Brokerage Account.

View by: Source Investments

Valuation DateMM/DD/YYYY Update

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Plan Balance by Source

Money Source

YTD Contributions

Balance

Balance %

Employee

Employee Pre Tax

$50,000.00

$32,460,194.30

66.00%

Rollover

$10,000.00

$4,426,390.13

9.00%

Employer

Company Match

$30,000.00

$10,328,243.60

21.00%

Profit Sharing

$10,000.00

$2,213,195.07

4.00%

Total

$100,000.00

$49,182,112.61

100%

Investments are priced at the previous market close and updated overnight.

The information above does not include outstanding loan balances.

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View by: Source Investments

Valuation DateMM/DD/YYYY Update

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Plan Balance by Investments

Fund Number

Investment/Fund Name

Asset Class

YTD Contributions

Balance

Balance %

0732

Stable Value Fund

Stability of Principal

$7,000.00

$2,034,284.94

0487

Bond Fund

Bonds

$7,000.00

$6,001,991.37

17%

0496

Conservative Asset Allocation Fund

Asset Allocation

$7,000.00

$4,698,629.16

11%

0367

Moderate Asset Allocation Fund

Asset Allocation

$7,000.00

$1,999,629.05

0694

Aggressive Asset Allocation Fund

Asset Allocation

$7,000.00

$7,884,507.79

17%

0213

Large Company Fund

Large Cap Growth

$20,000.00

$3,558,648.10

0798

Small Company Fund

Small/Mid/Specialty

$20,000.00

$2,301,634.76

0799

International Fund

Global/International

$20,000.00

$2,453,343.27

----

Company Stock

Common Stock

$5,000.00

$12,402,619.01

19%

Total

$100,000,00

$49,182,112.61

100%

Investments are priced at the previous market close and updated overnight.

The information above does not include outstanding loan balances or assets invested in the Self-Directed Brokerage Account.

View by: Source Investments

Valuation DateMM/DD/YYYY Update

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Export to Excel

Plan Balance by Source

Money Source

YTD Contributions

Balance

Balance %

Employee

Employee Pre Tax

$50,000.00

$32,460,194.30

66.00%

Rollover

$10,000.00

$4,426,390.13

9.00%

Employer

Company Match

$30,000.00

$10,328,243.60

21.00%

Profit Sharing

$10,000.00

$2,213,195.07

4.00%

Total

$100,000.00

$49,182,112.61

100%

Investments are priced at the previous market close and updated overnight.

The information above does not include outstanding loan balances.

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View by: Source Investments

Valuation Date

Update

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Participant Balance by Investments

Fund Number

Investment/Fund Name

Asset Class

# of Units/Shares

Unit/Share Price

Balance

Balance %

0010

Stable Value Fund

Fixed / Balanced

1,971.6130

$21.81

$89,920.95

60%

0487

Bond Fund

Bonds

11.8936

$17.35

$27,430.98

18%

0496

Conservative Asset Allocation Fund

Asset Allocation

10.8064

$17.04

$18,785.88

13%

0367

Moderate Asset Allocation Fund

Asset Allocation

5.9335

$18.46

$7,657.94

0694

Aggressive Asset Allocation Fund

Asset Allocation

0.5222

$173.83

$5,773.36

Total

$149,569.12

100%

Investments are priced at the previous market close and updated overnight.

The information above does not include outstanding loan balances or assets invested in the Self-Directed Brokerage Account.

View by: Source Investments

Valuation Date

Update

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Participant Balance by Source

Money Source

YTD Contributions

Vested

Vested %

Balance

Balance %

Employee

Employee Pretax

$2,000.00

$67,306.10

100%

$67,306.10

45.00%

Rollover

$2,000.00

$29,913.82

100%

$29,913.82

30.00%

Employer

Employer Pretax

$4,000.00

$44,870.74

100%

$44,870.74

20.00%

Employer Matching

$1,000.00

$7,478.46

100%

$7,478.46

5.00%

Total

$9,000.00

$149,569.12

100%

$149,569.12

100%

Investments are priced at the previous market close and updated overnight.

The information above does not include outstanding loan balances or assets invested in the Self-Directed Brokerage Account.

The vested percentage displayed takes into account prior withdrawals.

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View by: Source Investments

Valuation Date

Update

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Export to Excel

Participant Balance by Investments

Fund Number

Investment/Fund Name

Asset Class

Balance

Balance %

0010

Stable Value Fund

Fixed / Balanced

$89,920.95

60%

0487

Bond Fund

Asset Allocation

$27,430.98

18%

0496

Conservative Asset Allocation Fund

Growth and Income

$18,785.88

13%

0367

Moderate Asset Allocation Fund

Bonds

$7,657.94

0694

Aggressive Asset Allocation Fund

Asset Allocation

$5,773.36

Total

$149,569.12

100%

Investments are priced at the previous market close and updated overnight.

The information above does not include outstanding loan balances or assets invested in the Self-Directed Brokerage Account.

View by: Source Investments

Valuation Date

Update

Show Chart

Export to Excel

Participant Balance by Source

Money Source

YTD Contributions

Vested

Vested %

Balance

Balance %

Employee

Employee Pretax

$2,000.00

$67,306.10

100%

$67,306.10

45.00%

Rollover

$2,000.00

$29,913.82

100%

$29,913.82

30.00%

Employer

Employer Pretax

$4,000.00

$44,870.74

100%

$44,870.74

20.00%

Employer Matching

$1,000.00

$7,478.46

100%

$7,478.46

5.00%

Total

$9,000.00

$149,569.12

100%

$149,569.12

100%

Investments are priced at the previous market close and updated overnight.

The information above does not include outstanding loan balances or assets invested in the Self-Directed Brokerage Account.

The vested percentage displayed takes into account prior withdrawals.

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