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communicated to employees in writing.

Part XII. INVESTMENT INFORMATION AND ADMINISTRATIVE SUPPORT
The Committee should require the investment manager and/or service provider (administrator, record-keeper) to offer
the following administrative information and support:

1. Daily valuation of all investments;
2. Daily access to account information via toll-free number and Internet access;
3. The ability to make investment transfers for both existing and future individual account balances on a daily basis
(non-business days and holidays excluded). Certain trading practices may be limited to comply with market
timing, excess trading, liquidity driven and/or related policies and procedures of the service provider and/or
specific investment options;
4. Participant account investment reports produced no less frequently than annually, with similar information
available via the Internet at least quarterly; and
5. Quarterly investment performance updates available for participant review via the Internet.

Part XIII. REVIEW PROCEDURES
This Investment Policy Statement will be periodically reviewed and amended, if appropriate, at any time and without
notice, by action of the Committee.

It is not expected that this Investment Policy Statement will change frequently. In particular, short-term changes in the
financial markets should not require amendments to this Investment Policy Statement.

NOTE: This document provides SAMPLE wording and should be reviewed by legal counsel prior to signing and
executing.
Lisa Okada 10/14/2021

Name of Plan Fiduciary Signature
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Name of Plan Fiduciary Signature
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Name of Plan Fiduciary Signature
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