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401(k) PLAN FEE DISCLOSURE FORM For Services Provided by Principal & Acuff Total Plan Expenses Role(s) performed by service provider Custodian/Trustee Investment Professional Record Keeper Other (Describe):ThirdParty
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This refers to the specific services or activities performed by a business or individual that are subject to reporting or compliance regulations.
Businesses or individuals who provide certain services and meet specific reporting thresholds are required to file.
Filling out the forms typically involves providing accurate information regarding the services rendered, the parties involved, and any financial details as required.
The purpose is to ensure compliance with regulatory requirements, tax obligations, and to provide transparency in the reporting of services rendered.
Information such as the type of services, dates provided, payment amounts, service recipient details, and taxpayer identification numbers must be reported.
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