A. Firm Information PlanVision (“PLANVISION” or the “Advisor”) is a Registered Investment Advisor with the US Securities & Exchange Commission, which is organized as a Limited Liability Company (LLC) under the laws of the State of North Carolina. PLANVISION was founded in April 2012 and is owned and operated by Mark Zoril. This Disclosure Brochure provides information regarding the qualifications, business practices, and the advisory services provided by PLANVISION. B. Advisory Services Offered Financial Planning and Consulting Services – PLANVISION provides advisory services in the form of financial planning services to individuals not affiliated with our Retirement Plan Sponsor clients. Financial planning services do not involve the active management of client accounts, but instead focuses on a client’s overall financial situation. Financial planning can be described as helping individuals determine and set their long-term financial goals, through investments, tax planning, asset allocation, risk management, retirement planning, and other areas. The role of a financial planner is to find ways to help the client understand his/her

overall financial situation and help the client set financial objectives. A financial plan developed for or financial consultation rendered to the Client will usually include general recommendations for a course of activity or specific actions to be taken by the Client. For example, recommendations may be made that the Client start or revise their investment programs, commence or alter retirement savings, establish education savings and/or charitable giving programs. PLANVISION may also refer Clients to an accountant, attorney or other specialist, as appropriate for their unique situation. For certain financial planning engagements, the Advisor will provide a written summary of Client’s financial situation, observations, and recommendations. For consulting or ad-hoc engagements, the Advisor may not provide a written summary. Plans or consultations are typically completed within six months of contract date, assuming all information and documents requested are provided promptly. These can also be on an indefinite basis as well. Clients are not obligated to implement any recommendations made by the Advisor or maintain an ongoing relationship with the Advisor. If the Client elects to act on any of the recommendations made by the Advisor, the Client is under no obligation to effect the transaction through the Advisor. C. Client Account Management PLANVISION’s services are limited to providing investment advice only and not asset management services to Clients. D. Wrap Fee Programs PLANVISION does not manage or place Client assets into a wrap fee program. Investment management services are provided directly by PLANVISION. E. Assets Under Management PLANVISION does not actively manage client assets.