Go Invest LLC is a Utah domiciled limited liability company formed in March of 2018 for general business purposes and became registered as an investment advisor with the SEC during April of 2018. Go Invest is a wholly owned subsidiary of RetireGO Inc. RetireGO Inc also maintains controlling interest of a pension consulting software firm that is described in Item 10 of this brochure. Nathan D. Beck is the firm’s Chief Executive Officer and Chief Compliance Officer (supervisor). RetireGO Inc maintains controlling interest in the firm. Go Invest LLC provides internet-based platform that assists the plan sponsor1 in administering their retirement plan, as well as individual retirement account (IRA) services to interested parties, such as a plan participant’s rollover. Go Invest LLC may be engaged by plan sponsors pursuant to § 3(21) or 3(38) of the Employee Retirement Income Security Act of 1974 (ERISA). We do not sponsor or serve as a portfolio manager in an investment program involving wrapped fees. As of December 31, 2023, the firm has $148,577,176 in assets under management. All the assets under management are managed on a non-discretionary basis. The firm does not manage any funds on a discretionary basis. Interested parties access our secure website where they are offered our current firm brochure (Form ADV Part 2A) that describes our advisory firm, its services, potential fees, etc., as well as any material conflicts of interest that could be reasonably expected to impair the rendering of unbiased and objective advice, such as information found in sections (“Items”) 10 through 12 of this document. Our brochure is available in either portable document format (PDF) for download and/or may be printed on a local printer. If a prospective client wishes to engage our advisory firm for its services, they must then enter into an agreement to initiate the process. Go Invest LLC guides the user in setting up a fully functioning account. Whether they are automatically enrolled plan participants or someone who signs up on their own, users experience our system’s simple and quick on-boarding process. Clients have access to their own dashboard where they receive 1 Throughout this brochure, the term “plan sponsor” or “sponsor” includes any person with the authority to review and implement plan investment decisions, such as executive management, investment committees, retirement plan committees, general counsel, plan advisor, etc. Page 5 of 17 summaries

of their account value, investment performance, contribution data, and interactive reports. Our system reports should not be considered comprehensive financial planning, nor does it offer tax advice on holdings (i.e., tax-loss harvesting, etc.). Clients have access to complimentary, online financial wellness educational materials to assist them in making retirement decisions, introductory financial planning concepts, saving, etc. Individual retirement account (IRA) holders have access to the same tools and features when they engage the Go Invest LLC following their plan rollover. Go Invest LLC provides a variety of investment options using indexed mutual funds and exchange-traded funds (collectively, “funds”) as the investment vehicle. Item 8 of this brochure provides additional details about our investment strategy, types of investment vehicles used, and their associated risks. We have organized the investment choices into three categories for participants to choose from: 1. Qualified Investment Default Alternative (QDIA) – This is the default choice for any investor who do not direct Go Invest LLC to either of the remaining two options. Go Invest LLC has selected target date funds to meet ERISA requirements and plan documents. The fund selected for the client will be the year that corresponds with their 65th birthdate. 2. Risk Based – Go Invest LLC will ask the user to complete a risk questionnaire, which provides the data necessary to make a recommendation for the allocation that corresponds with their risk profile. The fund options for risk-based portfolios include income, conservative, moderate, and growth strategies. The allocation will not be executed until the client selects their preferred portfolio. 3. Custom Portfolio – The custom portfolio allows the client to select from all available funds on the platform, which have been added based on Go Invest LLC’s investment criteria. This includes equity, bond, sector, risk-based and target date funds. Auto-rebalancing occurs on a discretionary basis (defined in Item 16) or when directed by a client. However, the client can turn the auto-rebalancing feature off by contacting the firm. Our portfolio manager does not have the authority to override investment model allocations unless an underlying model requires modification. Go Invest LLC personnel oversee the system’s algorithm but do not monitor each client’s account. It remains the client’s responsibility to promptly update their information within our system when there is a material change to their situation and/or investment objective so that they can revise a previous recommendation.