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Please complete the following information about the company and Plan for which the quote is being requested.
Company Name:
Business Entity: CorpS-CorpSole ProprietorLLCOther
Plan type: 401(k)Profit Sharing onlyMoney PurchaseESOP403(b)Defined Benefit Plan457 PlanCash Balance Plan
Status of Plan: TakeoverNew
If new, does the company sponsor another retirement plan? YesNo
Has the company previously had a retirement plan that has been terminated? YesNo
Part of a controlled group: YesNo
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