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PLAN NAME

401(K) CP Number:

    SPONSOR:

    Name:

    Abbreviation:

            Firm Client #

              Office:

                    Audit Scope:

                      Expected Start Date:

                        Audit Issue: Target

                          Actual Date:

                            Client Since:

                              Major Plan:

                                1st Year Firm Audited:

                                  Last, if terminated:

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