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Requests Requiring Your Attention 1

Past Due Requests 0

Open Requests 3

DISTRIBUTION MANAGEMENT

Closed Requests 1

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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

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

Name	SSN	Plan Name and Number	Age	Status	Location	Total Balance
SMITH, JOHN	XXX-XX-1234	ABC Retirement Savings Plan 1 (565011)	52.0	Active - Eligible for Contributions	ABC1	$125,673.89	View Participant Website.	View Participant Statement.
SMITH, FRANK	XXX-XX-1234	ABC Retirement Savings Plan 1 (565011)	39.2	Active - Eligible for Contributions	ABC4	$12,903.78	Connection Unavailable We apologize for the inconvenience. Access to the Participant Website is not currently available for this participant. Please try again later.
ROGER, SMITH	XXX-XX-1234	ABC Retirement Savings Plan 1 (565011)	41.3	Active - Eligible for Contributions	ABC1	$562,890.01	Connection Unavailable We apologize for the inconvenience. Access to the Participant Website is not currently available for this participant. Please try again later.
SMITH, MICHAEL	XXX-XX-1234	ABC Retirement Savings Plan 2 (234567)	32.1	Active - Eligible for Contributions	ABC2	$11,902.04	Connection Unavailable We apologize for the inconvenience. Access to the Participant Website is not currently available for this participant. Please try again later.
SMITH, MICHELE	XXX-XX-1234	ABC Retirement Savings Plan 1 (565051)	26.2	Active - Eligible for Contributions	ABC2	$1,422.21	Connection Unavailable We apologize for the inconvenience. Access to the Participant Website is not currently available for this participant. Please try again later.
SMITH, JOE	XXX-XX-1234	ABC Retirement Savings Plan 2 (234567)	26.2	Active - Eligible for Contributions	ABC4	$1,102,472.99	Connection Unavailable We apologize for the inconvenience. Access to the Participant Website is not currently available for this participant. Please try again later.

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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

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First Name

Middle Name

Last Name

Address Line 1

Address Line 2

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SSN (last 4 digits)

XXX - XX -

Name

SMITH, JOHN

Address

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

Plan & Participant Search

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SSN (last 4 digits)

XXX - XX -

Employment & Plan Information

Employment Information

Date of Hire

Employee ID

Date of Termination

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SSN (last 4 digits)

XXX - XX -

Participant Status

Active - Eligible for Contributions

Location

0001 - ABC 1

Managed Account

Enrolled

Hire Date

12/01/2009

Plan 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

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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