Common use of Plan Manager Clause in Contracts

Plan Manager. The Plan Manager is Intuition. Intuition is part of a family of companies that has over 25 years of experience in the 529 college savings plan and prepaid tuition plan industry, and is currently providing program management, administrative, and recordkeeping solutions to other states. Intuition is leveraging its comprehensive knowledge and experience with 529 plans to bring innovative technology and an administrative platform to the Plan. The Plan Manager has entered into a 529A Program Management Agreement with the Treasurer as of November 30, 2015, under which Intuition is responsible for providing, directly or through subcontractors, program management systems, recordkeeping, and administrative services for the Plan. The Plan’s Investment Advisor is Marquette Associates. Marquette Associates is an independent consulting firm that guides institutional investment programs with a focused three-point approach and careful research. They serve over 270 clients with over $120 billion in assets – from public funds, unions, and corporations to endowments, foundations, and other non- profits. The Vanguard Group, Inc. is registered under the Investment Advisers Act and serves as the investment advisor to the underlying Mutual Funds in the Investment Options. As of January 31, 2020, Vanguard served as advisor for approximately $6.2 trillion in global assets. The Treasurer has contracted with Fifth Third to use Fifth Third’s BankSafe Product as the underlying investment account for the BankSafe Option, and to provide custodial services for the Plan. The Custodian is responsible for physical custody and safekeeping of investment assets. Custodian responsibilities include, but are not limited to, physical custody and safekeeping of investment assets, securities settlement, income and principal collection and corporate action reporting and filing, and providing information related to these services. Additionally, the Custodian will strike and calculate the net asset value for each Investment Option daily. You will receive quarterly statements indicating: • Contributions to each Investment Option, if any, made to your STABLE Account during the period and aggregate contributions, if any, year-to-date. • Withdrawals from each Investment Option in your STABLE Account made during the period. • The total value of your STABLE Account at the end of the period.

Plan Manager. The Plan Manager is Intuition. Intuition is part of a family of companies that has over 25 years of experience in the 529 college savings plan and prepaid tuition plan industry, and is currently providing program management, administrative, and recordkeeping solutions to other states. Intuition is leveraging its comprehensive knowledge and experience with 529 plans to bring innovative technology and an administrative platform to the Plan. The Plan Manager has entered into a 529A Program Management Agreement with the Treasurer as of November 30, 2015, under which Intuition is responsible for providing, directly or through subcontractors, program management systems, recordkeeping, and administrative services for the Plan. The Plan’s Investment Advisor is Marquette Associates. Marquette Associates is an independent consulting firm that guides institutional investment programs with a focused three-point approach and careful research. They serve over 270 clients with over $120 billion in assets – from public funds, unions, and corporations to endowments, foundations, and other non- profits. The Vanguard Group, Inc. is registered under the Investment Advisers Act and serves as the investment advisor to the underlying Mutual Funds in the Investment Options. As of January August 31, 20202019, Vanguard served as advisor for approximately $6.2 5.6 trillion in global assets. The Treasurer has contracted with Fifth Third to use Fifth Third’s BankSafe Product as the underlying investment account for the BankSafe Option, and to provide custodial services for the Plan. The Custodian is responsible for physical custody and safekeeping of investment assets. Custodian responsibilities include, but are not limited to, physical custody and safekeeping of investment assets, securities settlement, income and principal collection and corporate action reporting and filing, and providing information related to these services. Additionally, the Custodian will strike and calculate the net asset value for each Investment Option daily. You will receive quarterly statements indicating: • Contributions to each Investment Option, if any, made to your STABLE Account during the period and aggregate contributions, if any, year-to-date. • Withdrawals from each Investment Option in your STABLE Account made during the period. • The total value of your STABLE Account at the end of the period.