Retirement Plan Digital Recordkeeping
| Year | Client | Period | Income | Expenses | Doc |
|---|---|---|---|---|---|
| 2022 | SMART USA CO |
3rd Quarter (July 1 - Sep 30) 3rd Quarter - Termination (No Activity) |
— | — | |
| 2022 | SMART USA CO |
3rd Quarter (July 1 - Sep 30) 3rd Quarter - Termination (No Activity) |
— | — | |
| 2022 | SMART USA CO |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report (No Activity) |
— | — | |
| 2022 | SMART USA CO |
1st Quarter (Jan 1 - Mar 31) 1st Quarter - Report |
— | $40,000 | |
| 2021 | SMART USA CO |
4th Quarter (Oct 1 - Dec 31) 4th Quarter - Report |
— | $10,000 | |
| 2021 | SMART USA CO |
3rd Quarter (July 1 - Sep 30) 3rd Quarter - Report |
— | $20,000 | |
| 2021 | SMART USA CO |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
— | $20,000 | |
| 2021 | SMART USA CO |
1st Quarter (Jan 1 - Mar 31) AMENDED |
— | $17,620 | |
| 2021 | SMART USA CO |
1st Quarter (Jan 1 - Mar 31) 1st Quarter - Report |
— | $17,620 | |
| 2020 | SMART USA CO |
4th Quarter (Oct 1 - Dec 31) AMENDED |
— | $29,490 |
| Client | Filings | Total Income |
|---|---|---|
| SMART USA CO | 12 | — |
| Name | Disclosed Prior Position |
|---|---|
| CATHERINE REILLY | Director of Retirement Solutions |