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Miscellaneous Statistics
Activity Total # Total $
Total 4Q TRAK Calculation 43 N/A
Managed Accounts added in 1Q 2022 12 $336,732.14
Total Managed Accounts 90 $6,732,590.67
1Q Hardships Processed 1 $2,225.83
Rollovers In 13 $220,566.26
Purchase of Service Credit to SamCera 9 $90,892.32
Rollovers Out 44 $4,492,081.48
QDRO 0 $0
401(a) Forfeiture Balance as of 03/31/2022 472 $611,313.84
FOR FINANCIAL PROFESSIONAL AND PLAN SPONSOR USE ONLY.
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