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Dana Whitfield
Tamarack Benefit Partners

Compliance

Wednesday, 30 September 2026  ·  4 gaps across 12 groups  ·  the whole book on one grid

Paperwork across the book — 4 gaps

12 groups · 8 tracked items · plan year 2026
Group RTA PLAN SPD §125 ATT RNW 1095 720
Ridgeway Precision Machining ✓ ✓ ✓ ✓ ✓ ! · ·
Copperline Plumbing Co. ✓ ✓ ✓ ✓ ✓ ✓ · ·
Blue Kettle Coffee Roasters ✓ ✓ ✓ ✓ ✓ ✓ · ·
Greenleaf Landscaping ✓ ✓ ✓ ✓ ✓ ✓ · ·
Brightline Electric ✓ ✓ ✓ ! ! ✓ · ·
Foxglove Trail Outfitters ✓ ✓ ✓ ✓ ✓ ✓ · ·
Honeycrisp Bakery ✓ ✓ ✓ ✓ ! ✓ · ·
Quarrystone Architects ✓ ✓ ✓ ✓ ✓ ✓ · ·
Redtail Auto Body ✓ ✓ ✓ ✓ ✓ ✓ · ·
Bluebird Family Dental ✓ ✓ ✓ ✓ ✓ ✓ · ·
Inkwell Print Shop ✓ ✓ ✓ ✓ ✓ ✓ · ·
Willowbend Veterinary ✓ ✓ ✓ ✓ ✓ ✓ · ·
On file 12 / 12 12 / 12 12 / 12 11 / 12 10 / 12 11 / 12 0 / 12 0 / 12
✓ on file ! missing · not due yet