Faircourt Partners, LLC (“Faircourt”) is a Delaware limited liability company organized in March of 2018 to provide investment advisory services primarily to defined contribution plans and defined benefit plans. The firm may provide advisory services to individuals and high net worth individuals. The principal owners of the firm are Benjamin T. Olson and Charles M. Waddell and total assets under management as of March 15th, 2024, were $2,063,493,500. Faircourt is an independent investment firm. Our investment philosophy is based on years of practical experience that prevents us from being swayed by short-term market moves. Our retirement plan solutions allow us to provide employee retirement plan sponsors with suggestions regarding appropriate service providers and assist with controlling costs charged to employee retirement plans. Our goal is to mitigate the fiduciary risks of plans sponsors. Faircourt provides fiduciary consulting services to both companies and their employees. These services are designed to optimize the retirement offering and provide the tools necessary for employees to best utilize such a benefit. When Faircourt is named the advisor to a 401(k), 403(b), or Pension Plan, we work with the client to determine the services the Committee desires from the recordkeeping provider. Faircourt will draft an RFP outlining these goals, should an RFP be necessary. We then work closely with service providers to explain the plan’s intentions and each party’s role. Faircourt will work with the investment committee to construct

the new investment lineup. This will include an analysis of the current lineup, along with analytics outlining different asset classes, active vs. passive management, cost considerations, etc. In this role, Faircourt may draft employee communications surrounding changes to the investment lineup and field employee questions regarding investment and/or provider changes. We may conduct webinars and on-site education sessions regarding investment changes. On an ongoing basis, we may conduct investment reviews, produce monitoring reports/analytics, and maintain the plan’s fiduciary binder as outlined by the Department of Labor, IRS, and ERISA. Faircourt may conduct periodic education sessions (either in person or via webinar) to continue to engage with employees. Intermittently, we may bring in outside speakers to address the investment committee. These speakers may include fiduciary experts, economists, and mutual fund portfolio managers. Faircourt may also provide wealth management services to individuals and families. Each wealth management client establishes a custodial relationship with a n i n d e p e n d e n t b a n k o r brokerage firm and opens an investment account in the client’s name that is managed or overseen by Faircourt. Faircourt does not anticipate participation in a wrap fee arrangement. The minimum account size is typically $1 million. Faircourt reserves the right to negotiate the minimum investment amount with the client and may have accounts where the initial investment is less than $1 million.