Benchmark Plus Management, LLC, established in 2003, is a Delaware limited liability company registered with the SEC. The firm specializes in providing discretionary investment advisory and management services to private investment funds, focusing on fund of hedge funds or managed accounts structures. Benchmark serves as the general partner, managing member, or investment manager to various private investment funds, including Benchmark Plus Overseas Partners Fund, Ltd., and Benchmark Plus Overseas Institutional Partners, Ltd. The firm's investment strategy involves allocating assets to independent investment managers or investments in pooled vehicles managed by independent managers. Benchmark conducts extensive fundamental and quantitative analysis to evaluate investment strategies, focusing on factors such as strategy persuasiveness, competitive advantage, and performance evaluation. The firm's investment philosophy aims to provide superior risk-adjusted returns by diversifying across various investment strategies. Benchmark charges management fees ranging from 0.50% to 1% of net asset value and receives performance-based compensation annually, typically 15% to 30% of net profits. The firm's fees are generally not negotiable, but Benchmark may waive or reduce fees for certain individuals or enter into side letter agreements with specific investors. Clients may not impose restrictions on investments, and Benchmark does not participate in wrap fee programs. As of December 31, 2024, Benchmark manages $947,414,604 of regulatory assets under management on a discretionary basis. The firm's investment discretion allows it to make purchase and sale decisions for clients without client approval. Benchmark's investment strategies involve various risks, including dependence on sub-managers, leverage, and illiquidity of investments. Clients receive regular reports and statements, and Benchmark's Code of Ethics ensures compliance with applicable laws and regulations. Benchmark does not have custody of client funds, and clients receive account statements directly from qualified custodians. The firm does not solicit prepayment of fees exceeding $1,200 or have financial conditions impairing its ability to meet contractual commitments. Benchmark has not been subject to a bankruptcy petition in the past ten years.

Financial Insights, Inc. is an SEC-registered investment advisor based in Tacoma, Washington, established in 1984 by Dorothy A. Lewis. The firm, also known as Financial Insights Wealth Management, offers financial planning and retirement planning services, including assistance with business exit planning, charitable gifting, estate planning, and tax analysis. Wealth Management Services are tailored to individual client needs, with discretionary or non-discretionary account management based on risk tolerance. Financial Insights may engage Independent Managers to manage client portfolios, ensuring alignment with investment objectives. The firm introduced a Bridge Program for Retired Financial Professionals, providing guidance on investment oversight, tax planning, estate planning, and a seamless transition to full wealth management. Clients have the option to participate in a wrap fee program. Financial Insights acts as a fiduciary under ERISA rules, prioritizing clients' best interests. The firm manages over $662 million in assets as of December 31, 2024. Fees for financial planning services are hourly-based, while Wealth Management Services are charged as a percentage of assets under management. Clients must maintain a minimum account balance of $500,000 for Wealth Management Services. Financial Insights does not charge performance-based fees, and clients have the option to direct securities transactions within their accounts. The firm does not vote proxies on behalf of clients and does not have any adverse financial circumstances to report.

Seneschal Advisors, LLC DBA Seneschal Family Office is a registered investment adviser specializing in fee-only financial planning and investment management services. Established in May 2004 as Jon M. Duncan, CFP®, LLC, the firm later changed its name to Seneschal Advisors, LLC in September 2006. Operating under the trade name Seneschal Family Office since July 2023, the firm's owners as of December 31, 2023, are Jeffrey M. Lang, Candace E. Duecker, Tania P. Kaarvand, and Jon M. Duncan. Seneschal Family Office offers services ranging from limited scope consulting to comprehensive wealth management and family office services. The firm's investment strategies include long-term purchases and option writing, with a focus on asset allocation analysis and fundamental analysis. Seneschal Family Office manages assets on a discretionary basis, with a minimum account size recommendation ranging from $1,000,000 to $15,000,000+. The firm's fee structure varies based on the service level, with fees calculated as a percentage of assets under management. Seneschal Family Office uses Charles Schwab & Co., Inc. as the custodian and broker for client accounts, providing access to a range of investment products and services. The firm does not engage in performance-based fees and does not accept compensation for client referrals. Clients receive quarterly portfolio reports and have the responsibility to vote on shareholder matters. Seneschal Family Office does not vote proxies on behalf of clients. The firm has no financial impairment that would hinder meeting contractual obligations.

Stolz & Associates, PS is a registered investment adviser firm based in Tacoma, WA, providing services since 2001. The firm specializes in asset management, financial planning, and retirement plan consulting for individuals, families, and retirement plans. They offer wealth management services on a discretionary basis, creating tailored investment portfolios based on clients' goals and objectives. The firm's investment philosophy focuses on long-term investing and building diversified, low-cost, passive portfolios. Clients pay fees for wealth management services based on a percentage of assets under management, with maximum annual fees ranging from 0.20% to 1.25%. For retirement plan consulting, fees range from 0.75% to 1.00% of total plan assets. Stolz & Associates acts as a fiduciary, obligated to act in clients' best interests and avoid conflicts of interest. The firm manages over $230 million in client assets, with $201 million managed on a discretionary basis. Clients have the option to grant investment discretion to the firm, allowing them to buy and sell securities without pre-approval. Stolz & Associates does not charge performance-based fees or engage in side-by-side management. The firm's employees, including Andrew C. Stolz and Michelle T. Robinson, hold professional designations such as Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP). They have no disciplinary history and do not receive commissions or other compensation based on the sale of securities. Supervision is conducted by Michelle T. Robinson, who oversees staff, investment activities, and compliance.