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c. Plan Sponsor or its authorized designee shall select the Plan's Designated Investment Alternatives, and promptly notify Service Provider of any changes to Plan's Designated Investment Alternatives or transaction rules. iii) All funds eligible for use within the Participant Portfolios are selected by Plan Sponsors at their sole discretion. The initial list of Designated Investment Alternatives must be provided (or have previously been provided) to Morningstar, either by the Service Provider or Plan Sponsor, no later than twelve (12) weeks prior to the launch of the Advisory Services ("Initial Delivery Date") so that Morningstar may analyze the Designated Investment Alternatives. Plan Sponsor agrees and acknowledges that any funds not included in the list of Designated Investment Alternatives shall not be included in the Advisory Services. If, after the Initial Delivery Date, Plan Sponsor intends to add funds to the list of Designated Investment Alternatives, it shall cause Service Provider to give Morningstar advance notice of such added funds, up to forty-five (45) days' notice if administratively possible, which notice shall include the name of the fund, the fund type (i.e. open-end fund or custom fund) and the fund identifier, such as the ticker symbol, cusip, or external fund identification number, as may be applicable. Plan Sponsor acknowledges that all funds within the list of Designated Investment Alternatives must be covered in Morningstar Inc.'s database in order for such Plan's Participants to receive the Advisory Services. The Investment Advice Services do not monitor, review or update suggestions or projections on an ongoing basis. Participants are solely responsible for reviewing and updating their individual financial information and for tracking their account(s) and the market to be aware of any changes in the value of their account. Plan Sponsor can elect either the Managed Account Services or the Investment Advice Services or can elect to have both the Managed Account Services and the Investment Advice Services. The election will be indicated by checking the appropriate box(es) below: ® Managed Accounts Services ❑ Investment Advice Services VI. Treatment of Company Stock: Morningstar shall have no duty to provide Advisory Services with respect to securities issued by a Plan Sponsor ("Company Stock") that cannot be sold in the ordinary course of business due to a Plan provision or instruction from the Plan Sponsor ("Restricted Company Stock"). Restricted Company Stock shall not be included within a Plan Portfolio and Morningstar shall have no liability for any loss or unrealized gain arising from such Restricted Company Stock. If the Participant's account includes securities issued by the Plan Sponsor that are freely marketable without restrictions ("Non -Restricted Company Stock"), a Participant may Non -ERISA July 2021