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Priya Shah

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All clients Brighton Dental Partners Marisol and Dean Hartley Rowan Street Bakery Trellis Academy Wexford Diocese Schools Beckett Family Foundation SST — internal

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Brighton Dental Partners · FY2025 401(k) plan audit

All projects Beckett Family Foundation · FY2025 foundation audit Brighton Dental Partners · FY2025 401(k) plan audit Rowan Street Bakery · Q1 2026 close and filings Trellis Academy · FY2025 school audit Wexford Diocese Schools · FY2025 agreed-upon procedures

2 tasks · 2 open · 0 complete

FiltersAssignee: Priya Shah Project: Brighton Dental Partners · FY2025 401(k) plan audit

Task	Client · project	Department	Due	Assignee	Status	Action
Sunday 12 April1 item
Participant data testingOpen project	Brighton Dental PartnersFY2025 401(k) plan audit	Audit	12 Apr 2026	Priya Shah	open
Next week · from Monday 13 April1 item
Investments and fair valueOpen project	Brighton Dental PartnersFY2025 401(k) plan audit	Audit	15 Apr 2026	Priya Shah	open