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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

3 tasks · 0 open · 3 complete

FiltersStatus: complete Project: Brighton Dental Partners · FY2025 401(k) plan audit

Task	Client · project	Department	Due	Assignee	Status	Action
Brighton Dental Partners3 items
Acceptance and continuanceOpen project	Brighton Dental PartnersFY2025 401(k) plan audit	Audit	19 Mar 2026	Dana Park	complete
Independence confirmationOpen project	Brighton Dental PartnersFY2025 401(k) plan audit	Audit	22 Mar 2026	Dana Park	complete
Risk identification meetingOpen project	Brighton Dental PartnersFY2025 401(k) plan audit	Audit	25 Mar 2026	Avery Morgan	complete