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Administration reports will be provided to the Plan Sponsor which includes the employee eligibility and years of service, contributions by type, participant account balances and activity, nondiscrimination test results, and a reconciliation of the trust assets.

The annual Form 5500 (and its related schedules), Summary Annual Report, Forms 8955-SSA and 1099-R will all be prepared as needed each year. 

Participant statement reporting will be provided if the investment vehicle is not already providing them, or if they do not have the content or disclosures required by the current law.

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