2024/2025 Summary of Benefits:

sob_a96847_9y7f_ny_small_group.pdf

sbc_a96847_9y7f_ny_small_group.pdf

2025/2026 Summary of Benefits:

8afr_small_group_summary_of_benefits.pdf

summary_plan_description_as_of_june_2026.pdf

plan_highlights.pdf

NOTE: If there are any discrepancies between the Retirement Plan Highlights and the Summary Plan Description, the Summary Plan Description will take precedence.

participant_fee_disclosure_statement_05-31-2026.pdf

understanding_fees.pdf

fee_disclosure_q_a.pdf

plan_participants_notice_19-09-2025.pdf

fund_lineup_participant_notice_effective_07-29-2026.pdf