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Miscellaneous Statistics
Activity Total # Total $
Total 4Q TRAK Calculation 64
Managed Accounts added in Q3 2022 4 $162,025.53
Total Managed Accounts 95 $7,149,037.03
3Q Hardships Processed 3 $59,945.78
Rollovers In 18 $400,144.83
Purchase of Service Credit to SamCera 7 $37,239.19
Rollovers Out 37 $3,663,952.98
QDRO 0 $0
401(a) Forfeiture Balance as of 09/30/2022 452 $660,194.11
FOR FINANCIAL PROFESSIONAL AND PLAN SPONSOR USE ONLY.
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