Issue link: https://resources.envestnet.com/i/1541281
8 FOR HOME OFFICE AND ADVISOR USE ONLY. NOT FOR DISTRIBUTION TO THE PUBLIC. Disclosures Investment advisory services, when offered, are offered through Envestnet Retirement Solutions, LLC ("Envestnet" or "Envestnet Retirement"). Envestnet Retirement provides retirement advisors with an integrated platform that combines one of the industry's leading practice management technology, research and due diligence, data aggregation, compliance tools and intelligent managed account solutions. Unless otherwise indicated, Envestnet Retirement is not affiliated with the entities listed in this report. Envestnet Retirement Solutions, LLC is a wholly owned subsidiary of Envestnet, Inc. This report is for informational purposes only. All data included in this report, including, but not limited to charts/graphs, plan level data and investment data is dependent upon the quality and accuracy of information supplied by the plan, service providers, investment firms, reporting companies and other sources. While the information is believed to be true and accurate, no guarantee is made to its completeness or accuracy. ERISA 3(21) co-fiduciary advisor - a paid service provider that gives investment recommendations but does not have discretionary authority to make the actual investment decisions. Instead, the ERISA 3(21) co-fiduciary advisor typically provides suggestions to the plan sponsor, who is free to accept or reject those recommendations and who must then execute the investment decisions for the plan. The plan sponsor and the ERISA 3(21) co-fiduciary advisor, therefore, share fiduciary responsibility. ERISA 3(38) investment manager - an investment manager who has been specifically appointed to have full discretionary authority and control to make the actual investment decisions. The manager may select, monitor, remove and replace the investment options offered under the plan. The ERISA 3(38) must acknowledge its fiduciary status in writing. Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. For more information, please visit www.envestnet.com, and follow us on LinkedIn and X (@ENVintel). Envestnet Retirement Solutions is a subsidiary of Envestnet, Inc. For more information, please visit www.envestnet.com. © 2025 Envestnet, Inc. All rights reserved. For home office and advisor use only. 20251023-4929939 █████████████████ Ì20000EL95=Î