TRPC Advisory Services, Inc., formed in 2015, is a wholly-owned subsidiary of The Retirement Plan Company, LLC. On April 5, 2016, U.S. Retirement Partners, Inc. (“USRP”) acquired 100% of the shares of The Retirement Plan Company, LLC. TRPC Advisory Services, Inc. does not anticipate any changes in products or services currently offered to our clients as a result of the change of ownership of The Retirement Plan Company, LLC. In addition, USRP acquired Ingham Russell Investment Advisors, Inc. ("Ingham Retirement Group"), an SEC registered investment advisor in December 2020, and PASI Investments, LLC, as of September 1, 2023. Advisory Services The Company offers discretionary and non-discretionary investment advisory services geared primarily for the Sponsors and Trustees of the Retirement Plans (“Managed RPs”) who wish to have their investment options managed. The majority of the Managed RPs are 401(k) Plans. We primarily provide qualified pension and profit sharing plans with access to various mutual funds that are included on the trading platforms of Matrix Settlement & Clearing Services, Mid-Atlantic Capital Corporation, TD Ameritrade and Charles Schwab, Inc. TAS provides investment advice only with respect to the limited types of securities. Such securities are: mutual funds, exchange-traded funds (“ETFs”), bank certificates of deposits and FDIC-insured interest-bearing demand deposit accounts. Supporting Portfolio Management Services: The Company offers Managed RPs through the Supporting Portfolio Management Services (“SPMS”). In connection with its supporting portfolio management services, TAS provides plan sponsors with certain compiled investment information to assist the plan sponsor in making investment decisions. The plan sponsor and/or its representative (each, a client) engaging TAS to provide non-discretionary investment advisory services has the sole responsibility for selecting specific investment options to be made available to the plan’s participants although TAS will recommend specific investments. To assist the plan sponsor in its efforts to identify potential plan investments and to monitor plan investments, TAS provides the plan sponsor with compilations of mutual fund data, including comparative performance data, manager reviews, etc. each as published by Morningstar. As such we provide the data to a Plan Sponsor in a hardcopy form, or on a secured web page maintained on the TAS system or otherwise. TAS also provides a Quarterly Fund Review and commentary to Plan Sponsors who have engaged TAS to serve as investment adviser investment adviser. TAS will adjust the funds currently included in each plan’s menu whenever directed by the plan sponsor or, when serving as a discretionary advisor, when TAS believes that a change will benefit the plan and its participants. From time to time, TAS will also meet with plan participants to provide general investment education, which may include basic information regarding stocks, bonds, mutual funds, inflation, risk and diversification. Objective Setting The general investment education provided by TAS is intended to assist plan participants in defining appropriate investment objectives considering their unique situation to help plan participants define appropriate investment objectives considering their unique situation and tolerance for risk. TAS does not provide investment advisory services for participants, and specifically does not recommend securities or investment strategies, to individual participants. Asset Allocation Although our clients are the plan sponsors, TAS also provides tools to assist plan participants in allocating their assets among the different investment options such as mutual funds, ETFs, bank certificates of deposits and FDIC-insured interest-bearing demand deposit accounts, considering general investment risk and diversification - by meeting with plan participants. TAS may also provide a customized enrollment form with sample investment strategies that are intended to help meet the diversification needs of plan participants by grouping investments into five categories: - High Growth - Moderate Growth - Balanced Approach - Conservative Approach - Capital Preservation In addition, TAS may make available to the plan participant(s) a custom strategy pursuant to which a participant may design his/her own allocation using any or all of the available investment options offered by the plan. This educational information and other tools will be provided on the explicit understanding that such information does not, in any way, constitute recommendations as to securities in which the plan participant should invest or other form of investment advice to the plan participant. TAS does not recommend that a participant choose any particular strategy or any particular fund offered on the plan’s platform. TAS offers an option for employers called My Personalized Retirement. My Personalized Retirement is a diversified (stocks and bonds) approach to investing using

the participant’s specific individual factors (age, wage, account value, deferral contribution and employer contribution), leaning more on capital appreciation during the early part of the participant’s working career and gradually leaning more towards capital preservation as he or she approaches retirement age. Quarterly, individual factors are refreshed, and the portfolio is rebalanced. TAS may create and maintain investment models when serving as investment adviser. The models function very much like the asset allocation strategies except that TAS may re- weigh the investments in the model to attempt to obtain market returns while controlling risk. The Plan Representative will approve the reweighting, except in those arrangements where TAS serves as a discretionary investment adviser. TAS typically rebalances the models each quarter. Defined Benefit The Retirement Plan Company provides plan and actuarial services. Primarily the plans are for small firms with a cash balance plan. Investment Management will work with Trustees and provide recommendations regarding portfolio structure. The recommendations are provided to the affiliated third party administrator (“TPA”) for execution services. *Special Considerations when Rolling Over Assets from Defined Benefit Plans These types of plans are becoming rare, but you may have participated in this type of plan. Distribution options available in defined benefit plans are different than those commonly available in defined contribution plans. Defined benefit plans offer payments in the form of life annuities that are guaranteed for life. Unlike defined contributions plans, which base the distribution amount on the amount contributed to the plan (plus earnings), a defined benefit plan calculates the amount of the payments based on a formula that takes into account certain factors such as the employee’s years of service with the employer, compensation, and age at retirement. These payments are not eligible to be rolled over to an IRA or another employer’s plan. Some defined benefit plans also allow individuals to take a lump sum amount. This lump sum may be eligible to be rolled over to an IRA or another eligible plan. While the impact of rolling a lump sum to an IRA or a new employer’s defined contribution plan would be the same as outlined above, leaving assets in the former employer’s defined benefit plan and taking distributions from the plan have some unique characteristics that should be taken into consideration. Unique features of these types of plans are that payments are locked in for the life of the participant (in some plans for the joint life of the participant and spouse) once they begin and cannot be changed. *It is important that you understand the differences between these types of accounts and decide whether a rollover is best for you. Plan Administration and Recordkeeping TAS’s parent company, The Retirement Plan Company, LLC, provides qualified retirement plan recordkeeping and consulting services. TAS maintains a record of trades effected by the plan participants and allows plan participants the ongoing ability to modify their investment selection via the Internet or a toll-free number maintained by TAS. In connection with this service, TAS does not provide any investment advice to the plan sponsors or the plan participants, nor does it retain any discretionary authority or discretionary control respecting the management of the plan except when serving as a discretionary investment adviser. Investments are selected by each plan participant from a menu of choices made available by the plan sponsor. Pursuant to the service agreement between TAS and the plan sponsors, TAS may, from time to time, compile and submit for the plan sponsor’s use, certain information regarding the plan’s investments. Serving as investment adviser, TAS will recommend that the plan sponsor include or exclude a particular investment from its menu of available investment options in the plan. Client-Imposed Restrictions All clients have the opportunity to impose reasonable restrictions on the securities purchased or the way the account is managed. Any restrictions may adversely affect the risk-reward level of a portfolio. We will honor the restrictions absent extraordinary circumstances. Clients who impose restrictions with respect to certain assets in a managed account may cause a portion of the portfolio to be placed outside the manager's discretion, expertise and judgment as to the wisdom of purchasing, holding or selling particular securities. The decision by a client to retain certain assets may have an adverse impact on the amount of risk assumed by the client and may hinder the investment manager's ability to manage the portfolio properly according to the stated objectives of the client. Assets under Management As of December 31, 2023, TAS had assets of approximately $ 515,484,387 managed on a discretionary basis and approximately $186,374,934 dollars on a non-discretionary basis.