Item 5: Additional Compensation ..........................................................................................................20 Item 6: Supervision .....................................................................................................................................20 Firm Description Beacon Capital, LLC (“Beacon”) was founded and registered as an investment advisor in 2017. Bret Niemuth is a 100% owner. Beacon is a fee based investment management firm. The firm does not sell annuities, insurance, or other commissioned products. The firm’s president is affiliated with entities that sell insurance products. Beacon does not act as a custodian of client assets. Other professionals (e.g., lawyers, accountants, insurance agents, etc.) are engaged directly by the client on an as-needed basis. Conflicts of interest will be disclosed. Types of Advisory Services ASSET MANAGEMENT Beacon offers discretionary direct asset management services to advisory clients. Beacon will offer clients ongoing portfolio management services through determining individual investment goals, time horizons, objectives, and risk tolerance. Investment strategies, investment selection, asset allocation, portfolio monitoring and the overall investment program will be based on the above factors. The client will authorize Beacon discretionary authority to execute selected investment program transactions as stated within the Investment Advisory Agreement. ERISA PLAN SERVICES Beacon provides service to qualified retirement plans including 401(k) plans, 403(b) plans, pension and profit sharing plans, cash balance plans, and deferred compensation plans. Beacon acts as a 3(21) advisor: Limited Scope ERISA 3(21) Fiduciary. Beacon acts as a limited scope ERISA 3(21) fiduciary that can advise, help and assist plan sponsors with their investment decisions on a non-discretionary basis. As an investment advisor Beacon has a fiduciary duty to act in the best interest of the client. The plan sponsor is still ultimately responsible for the decisions made in their plan, though using Beacon can help the plan sponsor delegate liability by following a diligent process. 1. Fiduciary Services are:  Provide non-discretionary investment advice to the Client about asset classes and investment alternatives available for the Plan in accordance with the Plan’s investment policies and objectives. Client will make the final decision regarding the initial selection, retention, removal and addition of investment options. Beacon acknowledges that it is a fiduciary as defined in ERISA section 3 (21) (A) (ii).  Assist the Client in the development of an investment policy statement (“IPS”). The IPS establishes the investment policies and objectives for the Plan. Client shall have the ultimate responsibility and authority to establish such policies and objectives and to adopt and amend the IPS.  Provide non-discretionary investment advice to the Plan Sponsor with respect to the selection of a qualified default investment alternative for participants who are automatically enrolled in the Plan or who have otherwise failed to make investment elections. The Client retains the sole responsibility to provide all notices to the Plan participants required under ERISA Section 404(c) (5) and 404(a)-5.  Assist in monitoring investment options by preparing periodic investment reports that document investment performance, consistency of fund management and

conformance to the guidelines set forth in the IPS and make recommendations to maintain, remove or replace investment options.  Meet with Client on a periodic basis to discuss the reports and the investment recommendations. 2. Non-fiduciary Services are:  Assist in the education of Plan participants about general investment information and the investment alternatives available to them under the Plan. Client understands Beacon’s assistance in education of the Plan participants shall be consistent with and within the scope of the Department of Labor’s definition of investment education (Department of Labor Interpretive Bulletin 96-1). As such, the Beacon is not providing fiduciary advice as defined by ERISA 3(21)(A)(ii) to the Plan participants. Beacon will not provide investment advice concerning the prudence of any investment option or combination of investment options for a particular participant or beneficiary under the Plan.  Assist in the group enrollment meetings designed to increase retirement plan participation among the employees and investment and financial understanding by the employees. Beacon may provide these services or, alternatively, may arrange for the Plan’s other providers to offer these services, as agreed upon between Beacon and Client. 3. Beacon has no responsibility to provide services related to the following types of assets (“Excluded Assets”): 1. Employer securities; 2. Real estate (except for real estate funds or publicly traded REITs); 3. Stock brokerage accounts or mutual fund windows; 4. Participant loans; 5. Non-publicly traded partnership interests; 6. Other non-publicly traded securities or property (other than collective trusts and similar vehicles); or 7. Other hard-to-value or illiquid securities or property. Excluded Assets will not be included in calculation of Fees paid to Beacon under this Agreement. Specific services will be outlined in detail to each plan in the 408(b)2 disclosure. REFERRAL ARRANGEMENTS Beacon recommends the services of third party money managers to manage client accounts. In such circumstances, Beacon receives referral fees from the third party money manager. Beacon acts as the liaison between the client and the third party money manager in return for an ongoing portion of the advisory fees charged by the third party money manager. Beacon helps the client complete the necessary paperwork of the third party money manager, provides ongoing services to the client, will provide the third party money manager with any changes in client status as provide to Beacon by the client and review the quarterly statements provided by the third party money manager. Beacon will deliver the Form ADV Part 2, Privacy Notice and Referral Disclosure Statement of the third party money manager. Clients placed with third party money managers will be billed in accordance with the third party money manager’s fee schedule which will be disclosed to the client prior to signing an agreement. This is detailed in Item 10 of this brochure. Client Tailored Services and Client Imposed Restrictions The goals and objectives for each client are documented in our client files. Investment strategies are created that reflect the stated goals and objectives. Clients may impose restrictions on investing in certain securities or types of securities. Agreements may not be assigned without written client consent. Wrap Fee Programs Beacon does not sponsor any wrap fee programs. Client Assets under Management Beacon has the following assets under management: Discretionary Amounts: Non-discretionary Amounts: Date Calculated: $142,343,831 $0 October 5, 2023