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Miscellaneous Statistics
Activity Total # Total $
Total 2Q TRAK Calculation 43 N/A
Managed Accounts added in 1Q 2021 5 $469,743.34
Total Managed Accounts 61 $6,241,167.92
1Q Hardships Processed 2 $4,950
Rollovers In 23 $775,099
Purchase of Service Credit to SamCera 19 $181,297.89
Rollovers Out 67 $6,047,613.95
QDRO 0 $0
401(a) Forfeiture Balance as of 3/31/2021 261 $531,792.87
FOR FINANCIAL PROFESSIONAL AND PLAN SPONSOR USE ONLY. 19
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