Nyhart Consulting, LLC

Nyhart Consulting, LLC is an investment advisory firm specializing in assisting institutional clients in establishing and maintaining retirement plans, including 401(k) pension, profit-sharing plans, and health savings plans. The firm has been registered with the State of Indiana since June 2012 and is a wholly owned subsidiary of The Howard E. Nyhart Company, Inc., under the common control of Ascensus, LLC. Nyhart Consulting's services include formulating investment policies, selecting and managing appropriate investment vehicles, providing periodic plan account evaluation reports, assisting with administrator and custodian searches, and offering educational services to plan participants. The firm also serves as an investment adviser on Health Savings Account Plans. Nyhart Consulting offers Retirement Plan Consulting Services with fees ranging from 0.01% to 0.50% annually, billed quarterly or monthly in arrears. The firm does not charge performance-based fees and does not engage in side-by-side management. Clients of Nyhart Consulting do not have a minimum account size requirement. The firm does not exercise discretion when providing Consulting and Non-Discretionary Fiduciary Services but does have discretion with respect to the selection, purchases, and sales of the investment lineup within the Plan when providing 3(38) Discretionary Fiduciary Services. Nyhart Consulting does not vote proxies on behalf of clients and does not take custody of client assets. The firm does not compensate firms or individuals for client referrals. Nyhart Consulting does not charge commissions, markups, or markdowns on client transactions and does not engage in soft dollar benefits. The firm reviews accounts at least annually and provides reports to clients summarizing plan performance against market benchmarks. The firm's employees, including Eric D. Roberts, Kristin A. Ertel, and Matthew E. Meyer, have educational backgrounds and business experience relevant to their roles within the firm. They do not have any disciplinary information requiring disclosure and do not engage in any other business activities that conflict with their roles at Nyhart Consulting. The employees are supervised by designated compliance officers within the firm.