PLAN CONFIDENCE CORPORATION has been an “internet only” investment adviser registered with the United States Securities and Exchange Commission (“SEC”) since May 2016. In March 2022, PLAN CONFIDENCE CORPORATION transitioned its registration to being registered as a “Multi State” Investment Adviser with the SEC. PLAN CONFIDENCE CORPORATION is notice filed in the state of Florida and in other states as required by state rules and regulations. In August of 2023, PLAN CONFIDENCE CORPORATION changed back to an “Internet Only” adviser registered with the SEC. PLAN CONFIDENCE CORPORATION is a Corporation and was incorporated in the state of Delaware in 2016. Kevin T. Clark, RF™, is the Chief Executive Officer (“CEO”) and Mark Reddark is the Chief Technology Officer (“CTO”) of PLAN CONFIDENCE CORPORATION. As of March 1, 2022, Kevin Clark owns 66% of PLAN CONFIDENCE CORPORATION, Mark Reddick owns 19% of PLAN CONFIDENCE CORPORATION and other parties own the remaining 15% interest. Plan Confidence™ Investment Advice Services Plan Confidence™ is an online investment advice service created by PLAN CONFIDENCE CORPORATION. Plan Confidence™ allows a client (also referred to as “participant”) to receive illustrative asset allocation models that utilize the available investment options within a client’s universe of investment options available in their plan(s). Each client will be provided an asset allocation model designed for a client’s unique risk profile. Client’s risk profile may be selected using multiple factors which include, but are not limited to, client’s age, assets outside of client’s universe of investment option, expected time to retire, selected Morningstar Categories, and risk tolerance. Client may change their asset allocation model at any time for any reason. Plan Confidence™ services do not analyze, recommend, advise on or provide discretionary trading on any individual securities, Target Date funds, Asset Allocation funds or company stock investment options. Plan Confidence Corporation offers three levels of Investment Advice Services: “Do It Yourself Non-Discretionary Services” – Personalized investment advice with the use of any available investment strategy offered through Plan Confidence Corporation. Advice will be uploaded to the participant’s dashboard and an email and/or “push” notification will be sent to the participant. It is the participant’s responsibility to log in to their plan sponsor/custodian website and make any and all changes to their account. Assets may be held at any custodian. “Do It For Me Non-Discretionary Services” – Personalized investment advice

with the use of any available investment strategy offered through Plan Confidence Corporation. Advice will be uploaded to the client’s dashboard and an email and/or “push” notification will be sent to the client. The client will notify PLAN CONFIDENCE CORPORATION they would like their account traded at their plan sponsor/custodian by “clicking” the “Please Trade My Account” button. Plan Confidence Corporation will utilize the services of a third-party Order Management System (Pontera, formerly known as Feex) to complete the trades. Pontera uses proprietary technology to place the recommended changes on the client’s plan sponsor/custodian website. Pontera provides Plan Confidence Corporation with a platform to view and upload trades for our clients at any custodian. The Username and Password for the client’s account will be stored at Pontera and used to execute the trades. At no time will Plan Confidence Corporation have access to the Username and/or Password and at no time will Plan Confidence have any direct communication with the custodian or custody of the client’s assets. Assets may be held at any custodian. However, our clients will need to have an active Username and Password and be approved for online trading at your custodian to utilize this service. Additional PLAN CONFIDENCE CORPORATION Advisory Services Disclosures Amazon Web Services (AWS), a comprehensive web services provider, is utilized by PLAN CONFIDENCE CORPORATION to provide Plan Confidence™ hosting services to clients. AWS centralizes security to protect sensitive data and prevent data loss by hosting data in a cloud environment, not on individual devices, which reduces the risk of intrusion through insecure devices or network connections. The environment provided by AWS includes web servers, encrypted databases, secure document storage and daily database backups. Access to the PLAN CONFIDENCE AWS account is secured by limited functionality with strong passwords and multi-factor authentication as provided by AWS. PLAN CONFIDENCE CORPORATION does not participate in any wrap fee program as a portfolio manager. ERISA FIDUCIARY STATUS: PLAN CONFIDENCE CORPORATION is an ERISA Section 3(21) (a) (ii) Limited Services Fiduciary that makes recommendations to plan clients contributing to Qualified Retirement Plans, Plan accounts and/or other qualified retirement accounts through the Plan Confidence™ services while providing non-discretionary advice and trading services. Assets Under Management As of December 31, 2023 PLAN CONFIDENCE CORPORATION has $31,000 in discretionary and $0 in non- discretionary assets under management.