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Mike Staples
Senior Retirement Consultant

External Wholesaler
Mike Staples

(303) 349-0810          mstaples@ofiglobal.com


Internal Wholesaler

Nik Jurasic
(303) 768-5139     njurasic@ofiglobal.com

ADVISOR INFORMATION

PLAN INFORMATION

Please list any plan exceptions like if there is company stock or self directed accounts, or any data that may impact the overall cost to administer the plan. These should be highlighted when showing the plan sponsor the plan fee benchmark report.