Summary - RPAG Retirement Technology Partner Event with Goldman Sachs and BlackRock

Retirement Plan Advisory Group, LLC ("RPAG") provides technology, solutions and services for a fee to its customers, who are primarily retirement plan advisors and associated institutions. The services include ratings of various third-party investment vehicles based on RPAG's proprietary quantitative and qualitative scoring methodology. The investment vehicles do not pay to be evaluated and scored; nor do the companies that provide services to the investment vehicles pay for them to be evaluated and scored, but those companies may have commercial relationships and affiliations with RPAG.

©2026 Retirement Plan Advisory Group, LLC ("RPAG"). All rights reserved. RPAG® and the RPAG logo are the registered service marks of RPAG. You cannot use either service mark without RPAG's express written permission. Other service marks and trademarks are the property of their respective owners. You cannot use any such mark without the express written permission of its owner.

The Retirement Technology Partnership Program provides members with exclusive access to top-tier fund managers at a reduced cost via exclusive fee classes available in CITs trusteed by Great Gray Trust Company and sub-advised by leading investment managers.

Goldman Sachs Asset Management and BlackRock, Inc. are not affiliated with Retirement Plan Advisory Group, LLC ("RPAG"), or its related services.

Retirement Plan Advisory Group, LLC (RPAG) is under separate ownership from any other named entity.

Great Gray Trust Company, LLC (“Great Gray”) serves as trustee and provides administrative services for collective investment trust funds (“Great Gray CITs”) that are scored by RPAG. Great Gray and RPAG are wholly owned by Great Gray Group, LLC (“Great Gray Group”). Great Gray has a commercial relationship with RPAG that does not involve the evaluation and scoring of Great Gray CITs. Some Great Gray CITs may offer fee classes with customized pricing that are available to RPAG subscribers

Great Gray Trust Company, LLC serves as Trustee for its bank collective investment funds (“Funds”) and maintains ultimate fiduciary authority over the management of, and investments made in, the Funds. The Funds are not mutual funds as the Funds and their units are exempt from registration under the Investment Company Act of 1940 and the Securities Act of 1933, respectively.

Investments in the Funds are not bank deposits or obligations of and are not insured or guaranteed by Great Gray Trust Company, LLC, any bank, the FDIC, the Federal Reserve, or any other governmental agency. The Funds are commingled investment vehicles, and as such, the values of the underlying investments will rise and fall according to market activity; it is possible to lose money by investing in the Funds.

Participation in Collective Investment Trust Funds is limited primarily to qualified retirement plans and certain state or local government plans and is not available to IRAs, non-governmental health and welfare plans and, in certain cases, Keogh (H.R. 10) plans. Collective Investment Trust Funds may be suitable investments for plan fiduciaries seeking to construct a well-diversified retirement savings program. Investors should consider the investment objectives, risks, charges, and expenses of any pooled investment fund carefully before investing. The Additional Fund Information and Principal Risk Definitions (PRD) contains this and other information about a Collective Investment Trust Fund and is available at www.greatgray.com/principalriskdefinitions or ask for a free copy by contacting Great Gray Trust Company, LLC at (866) 427-6885.

Great Gray® and Great Gray Trust Company are service marks used in connection with various fiduciary and non-fiduciary services offered by Great Gray Trust Company, LLC.