Firm Description Founded in 2024, Fisher Retirement Solutions, LLC (“FRS”, “Firm”), a privately held limited liability company, is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). FRS provides small and mid-sized businesses with retirement plan & investment guidance so business owners and their employees are empowered to achieve a more successful retirement. Investment decisions are made by the Firm’s Investment Policy Committee (“IPC”). The bedrock of FRS’s business is based on maintaining a culture of ethics and integrity with the highest possible emphasis on clear and transparent communications with clients and the public. Embedded within the Firm’s culture is its embrace of the fiduciary duty to put client interests first. FRS fosters a culture that hires, trains, and rewards employees in direct support of the values of openness, honesty, integrity, and trust. Principal Owners Currently, Fisher Investments, Inc. is the principal owner of FRS. FRS is in the process of separating from Fisher Asset Management, LLC to operate as a newly formed company, to be completed by July 2024. Upon completion of this transaction Fisher Investments Inc. will be transferring its ownership. Types of Advisory Services FRS provides fiduciary and non-fiduciary services for retirement plan sponsors in the United States. Depending on retirement plan type and FRS’s agreement with each plan, these services generally include the following: Provide a dedicated service team Lead service provider transitions Help plan sponsors establish and understand plan goals, rules, and features Help establish an investment policy statement (“IPS”) Build a goals-driven fund lineup (Fiduciary Service) Provide a customizable employee introduction

to the plan Hold one-on-one enrollment and retirement guidance meetings with all employees Keep investment lineup aligned with plan needs (Fiduciary Service) Help maintain IPS Help plan sponsors understand plan governance and compliance issues Champion the plan with other service providers and spearhead transitions as needed Analyze service provider fees and compare to industry averages Deliver an annual plan review to key stakeholders Compile fiduciary audit file materials Execute ongoing financial education programs for employees Provide employees direct access to Retirement Specialist support Host ongoing customized employee events and one-on-one meetings Provide additional plan compliance support Provide ongoing fiduciary education FRS will generally recommend investment companies (i.e., mutual funds) and/or collective funds (“Collective Funds”) for the investment options of the retirement plan. These are explained in more detail in Methods of Analysis, Investment April 10, 2024 Form ADV Part 2A 5 Strategies and Risk of Loss section. FRS does not receive any fees from the recommended funds, including fund distribution fees, revenue sharing, advisory fees, or management fees. When selecting funds, FRS evaluates a range of qualitative and quantitative factors, including fund fees. FRS seeks funds with reasonable fees that also meet our other fund evaluation criteria. Some plan sponsors may elect to make additional investment options available to plan participants through a self-directed brokerage account. FRS will make recommendations based on the plans constraints and investment restrictions as outlined in the plan’s IPS. Assets under Management FRS manages $0 client assets on a discretionary or non-discretionary basis as April 22, 2024.