AlphaPoint, Inc. (hereinafter, “AlphaPoint” or the “firm”) is an SEC‐registered investment adviser with its principal place of business located in California. AlphaPoint, Inc. began conducting business in May 2003. The firm's principal shareholder (i.e., those individuals and/or entities controlling 25% or more of this company) is Guy L Muranaka, President. AlphaPoint, Inc. offers the following advisory services to our clients: PENSION & RETIREMENT PLAN CONSULTING SERVICES We provide several advisory services separately or in combination, as we tailor our advisory services to the client. By its general nature, pension and retirement plan consulting is a broad term that may or may not include advice on plan investments; we provide investment advice only on limited types of investments. While the primary clients for these services are pension, profit sharing, 401(k), and 403(b) plans, we offer these services, where appropriate, to trusts, estates, and charitable organizations. Pension & Retirement Plan Consulting Services are comprised of four distinct services. Clients may choose to use any or all of these services. Additional pension and retirement plan consulting activities may be offered to clients or prospective clients based on the client’s needs. 1. Investment Policy Statement Preparation (hereinafter referred to as ''IPS''): We will contact the client (in person, over the telephone or email) to determine an appropriate investment strategy that reflects the plan sponsor's stated investment objectives for management of the overall plan. Our firm then prepares a written IPS detailing those needs and goals, including a policy under which these goals are to be achieved. The IPS also lists the criteria for selection of investment vehicles as well as the procedures for the monitoring of investment performance. 2. Selection of Investment Vehicles: We assist plan sponsors in constructing appropriate investment lineups for retirement plans. We will then review the investments to determine what is appropriate to implement according to the client's IPS. The number of investments to be recommended will be determined by the client based on the IPS and unique goals and objectives of

the client. 3. Monitoring of Investment Performance: We monitor client investments continually based on the procedures delineated in a client’s IPS. Although our firm is not involved in any way in the purchase or sale of these investments, we supervise the client's portfolio and will make recommendations to the client as market factors and the client's needs dictate. 4. Employee Communications: For pension, profit sharing and 401(k) plan clients with individual plan participants exercising control over assets in their own account (''self‐directed plans''), from time to time, we may provide informational, educational support and/or investment workshops designed for the plan participants when the plan sponsor engages our firm to provide these services. The topics to be covered will be determined by AlphaPoint, Inc. and the client under the guidelines established in ERISA Section 404(c). The informational, educational support and investment workshops will not provide plan participants with individualized, tailored investment advice or individualized asset allocation recommendations. As of December 31, 2023, we advised on assets of approximately $4,577,887,532 of which $33,049,009 was advised on a discretionary basis and $4,544,838,523 was advised on a non-discretionary basis. FINANCIAL PLANNING SERVICES If financial planning services are applicable, a thorough review of all applicable topics including but not limited to, Wills, Estate Plans and Trusts, Investments, Taxes, Qualified Plans, Insurance, Retirement Income, Social Security, and College Planning will be reviewed. If a conflict of interest exists between the interests of AlphaPoint and the interests of the client, the client is under no obligation to act upon AlphaPoint’s recommendation. If the client elects to act on any of the recommendations, the client is under no obligation to effect the transaction through AlphaPoint. Services are completed and delivered inside of one year from commencement, contingent upon timely delivery of all required documentation. In addition to our standard financial planning services, AlphaPoint offers Social Security claiming analysis and assistance to clients for a separate fee.