Allocation Period Reports

View your reports for the last five allocation periods.

12/31/2024

Document Name	Effective Date	End Date	Activity Status	Package
Account Activity Report Allocation	01/01/2024	12/31/2024	Sent for Review/Signature Review only \| 12/31/2024	Account Activity Report	Details Edit Properties Replace Remove View Document History
Trust and Loan Report Allocation	01/01/2024	12/31/2024	Sent for Review/Signature Review only \| 12/31/2024	Trust and Loan Report	Details Edit Properties Replace Remove View Document History
Participant Statements Allocation	01/01/2024	12/31/2024	Sent for Review/Signature Review only \| 12/31/2024	Participant Statements	Details Edit Properties Replace Remove View Document History
Allocation Summary Allocation	01/01/2024	12/31/2024	Sent for Review/Signature Review only \| 12/31/2024	Allocation Summary	Details Edit Properties Replace Remove View Document History
Cash and Investment Disclosure Allocation	01/01/2024	12/31/2024	Sent for Review/Signature Review only \| 12/31/2024	Cash and Investment Disclosure	Details Edit Properties Replace Remove View Document History
Cover Letter Allocation	01/01/2024	12/31/2024	Sent for Review/Signature Review only \| 12/31/2024	Cover Letter	Details Edit Properties Replace Remove View Document History
Distribution and Forfeiture Report Allocation	01/01/2024	12/31/2024	Sent for Review/Signature Review only \| 12/31/2024	Distribution and Forfeiture Report	Details Edit Properties Replace Remove View Document History
Employee Status Report Allocation	01/01/2024	12/31/2024	Sent for Review/Signature Review only \| 12/31/2024	Employee Status Report	Details Edit Properties Replace Remove View Document History
Future Forfeiture Report Allocation	01/01/2024	12/31/2024	Sent for Review/Signature Review only \| 12/31/2024	Future Forfeiture Report	Details Edit Properties Replace Remove View Document History
Future Distributions Report Allocation	01/01/2024	12/31/2024	Sent for Review/Signature Review only \| 12/31/2024	Future Distributions Report	Details Edit Properties Replace Remove View Document History
Required Distributions Report Allocation	01/01/2024	12/31/2024	Sent for Review/Signature Review only \| 12/31/2024	Required Distributions Report	Details Edit Properties Replace Remove View Document History
Shareholders Report Allocation	01/01/2024	12/31/2024	Sent for Review/Signature Review only \| 12/31/2024	Shareholders Report	Details Edit Properties Replace Remove View Document History
Compliance Tests Report Compliance	01/01/2024	12/31/2024	Sent for Review/Signature Review only \| 12/31/2024	Compliance Tests Report	Details Edit Properties Replace Remove View Document History
DOL Fiduciary Rule Letter New List 1 Compliance	01/01/2024	12/31/2024	Sent for Review/Signature Review only \| 12/31/2024	DOL Fiduciary Rule Letter	Details Edit Properties Replace Remove View Document History
Independent Fiduciary and Platform Provider Disclosure Compliance	01/01/2024	12/31/2024	Sent for Review/Signature Review only \| 12/31/2024	Independent Fiduciary and Platform Provider Disclosure	Details Edit Properties Replace Remove View Document History
ESOP Plan Summary Plan	01/01/2024	12/31/2024	Sent for Review/Signature Review only \| 12/31/2024	ESOP Plan Summary	Details Edit Properties Replace Remove View Document History
Privacy Notice Plan	01/01/2024	12/31/2024	Sent for Review/Signature Review only \| 12/31/2024	Privacy Notice	Details Edit Properties Replace Remove View Document History
Disclosure Statement 408(b)(2) Change Contract	01/01/2024	12/31/2024	Sent for Review/Signature Review only \| 12/31/2024	Disclosure Statement 408(b)(2) Change	Details Edit Properties Replace Remove View Document History
Service and Expense Agreement Service and Expense	01/01/2024	12/31/2024	Sent for Review/Signature Review only \| 12/31/2024	Service and Expense Agreement	Details Edit Properties Replace Remove View Document History
Service Change Confirmation Service and Expense	01/01/2024	12/31/2024	Sent for Review/Signature Review only \| 12/31/2024	Service Change Confirmation	Details Edit Properties Replace Remove View Document History
Summary Annual Report Participant Notices	01/01/2024	12/31/2024	Sent for Review/Signature Review only \| 12/31/2024	Summary Annual Report	Details Edit Properties Replace Remove View Document History
Annual Security Access Review Contacts	01/01/2024	12/31/2024	Sent for Review/Signature Review only \| 12/31/2024	Annual Security Access Review	Details Edit Properties Replace Remove View Document History

12/31/2023

Document Name	Effective Date	End Date	Activity Status	Package
Account Activity Report Allocation	01/01/2023	12/31/2023	Sent for Review/Signature Review only \| 12/31/2023	Account Activity Report	Details Edit Properties Replace Remove View Document History
Trust and Loan Report Allocation	01/01/2023	12/31/2023	Sent for Review/Signature Review only \| 12/31/2023	Trust and Loan Report	Details Edit Properties Replace Remove View Document History
Participant Statements Allocation	01/01/2023	12/31/2023	Sent for Review/Signature Review only \| 12/31/2023	Participant Statements	Details Edit Properties Replace Remove View Document History
Allocation Summary Allocation	01/01/2023	12/31/2023	Sent for Review/Signature Review only \| 12/31/2023	Allocation Summary	Details Edit Properties Replace Remove View Document History
Cash and Investment Disclosure Allocation	01/01/2023	12/31/2023	Sent for Review/Signature Review only \| 12/31/2023	Cash and Investment Disclosure	Details Edit Properties Replace Remove View Document History
Cover Letter Allocation	01/01/2023	12/31/2023	Sent for Review/Signature Review only \| 12/31/2023	Cover Letter	Details Edit Properties Replace Remove View Document History
Distribution and Forfeiture Report Allocation	01/01/2023	12/31/2023	Sent for Review/Signature Review only \| 12/31/2023	Distribution and Forfeiture Report	Details Edit Properties Replace Remove View Document History
Employee Status Report Allocation	01/01/2023	12/31/2023	Sent for Review/Signature Review only \| 12/31/2023	Employee Status Report	Details Edit Properties Replace Remove View Document History
Future Forfeiture Report Allocation	01/01/2023	12/31/2023	Sent for Review/Signature Review only \| 12/31/2023	Future Forfeiture Report	Details Edit Properties Replace Remove View Document History
Future Distributions Report Allocation	01/01/2023	12/31/2023	Sent for Review/Signature Review only \| 12/31/2023	Future Distributions Report	Details Edit Properties Replace Remove View Document History
Required Distributions Report Allocation	01/01/2023	12/31/2023	Sent for Review/Signature Review only \| 12/31/2023	Required Distributions Report	Details Edit Properties Replace Remove View Document History
Shareholders Report Allocation	01/01/2023	12/31/2023	Sent for Review/Signature Review only \| 12/31/2023	Shareholders Report	Details Edit Properties Replace Remove View Document History
Compliance Tests Report Compliance	01/01/2023	12/31/2023	Sent for Review/Signature Review only \| 12/31/2023	Compliance Tests Report	Details Edit Properties Replace Remove View Document History
DOL Fiduciary Rule Letter New List 1 Compliance	01/01/2023	12/31/2023	Sent for Review/Signature Review only \| 12/31/2023	DOL Fiduciary Rule Letter	Details Edit Properties Replace Remove View Document History
Independent Fiduciary and Platform Provider Disclosure Compliance	01/01/2023	12/31/2023	Sent for Review/Signature Review only \| 12/31/2023	Independent Fiduciary and Platform Provider Disclosure	Details Edit Properties Replace Remove View Document History
ESOP Plan Summary Plan	01/01/2023	12/31/2023	Sent for Review/Signature Review only \| 12/31/2023	ESOP Plan Summary	Details Edit Properties Replace Remove View Document History
Privacy Notice Plan	01/01/2023	12/31/2023	Sent for Review/Signature Review only \| 12/31/2023	Privacy Notice	Details Edit Properties Replace Remove View Document History
Disclosure Statement 408(b)(2) Change Contract	01/01/2023	12/31/2023	Sent for Review/Signature Review only \| 12/31/2023	Disclosure Statement 408(b)(2) Change	Details Edit Properties Replace Remove View Document History
Service and Expense Agreement Service and Expense	01/01/2023	12/31/2023	Sent for Review/Signature Review only \| 12/31/2023	Service and Expense Agreement	Details Edit Properties Replace Remove View Document History
Service Change Confirmation Service and Expense	01/01/2023	12/31/2023	Sent for Review/Signature Review only \| 12/31/2023	Service Change Confirmation	Details Edit Properties Replace Remove View Document History
Summary Annual Report Participant Notices	01/01/2023	12/31/2023	Sent for Review/Signature Review only \| 12/31/2023	Summary Annual Report	Details Edit Properties Replace Remove View Document History
Annual Security Access Review Contacts	01/01/2023	12/31/2023	Sent for Review/Signature Review only \| 12/31/2023	Annual Security Access Review	Details Edit Properties Replace Remove View Document History