Lansweeper 401(k) Plan Investment Options Change Notice

--- ## Page 1 The user wants me to transcribe all visible text on this page as clean markdown. I need to: 1. Transcribe all text exactly as shown 2. Use ### for sections 3. Use **bold** for labels 4. Use markdown tables for tabular data (though there doesn't appear to be any tabular data in this document) 5. Use - bullets for lists 6. Preserve all numbers, dates, and values exactly as shown 7. No commentary, no analysis, no preamble 8. Start directly with the content Let me carefully read through the document: Lansweeper, Inc. Deel Pooled Employer 401(k) Plan ("The Plan(s)") NOTICE OF QUALIFIED CHANGE IN THE PLAN'S INVESTMENT OPTIONS February 12, 2026 Your employer is changing retirement plan providers and, in turn, changing the investment options available in your Plan. Contributions to the Plan after 03/15/2026 will be directed to the new funds you select during enrollment. If you do not have investment options on file with Transamerica, your contributions will be deposited to the default fund designated under the plan's investment options, the Nuveen Lifecycle Index - R6 Target Maturity series. **Existing Account Balance:** Your existing account balance in the Plan will be transferred to Transamerica and invested in an interest-bearing account until the account records for all Plan Participants are received and reconciled by Transamerica. If you do not have investment options on file with Transamerica, your account will transfer to the default fund designated under the plan's investment options, the Nuveen Lifecycle Index - R6 Target Maturity series. **When the Transfer Will Take Place:** Please refer to the Sarbanes Oxley Notice provided for additional information on the blackout period. After the blackout period, you will be able to access your account with Transamerica and view your investment activity. **Your Right To Direct Investments:** Although the investment options in the Plan are determined by your employer, you have the right to direct the investment of your individual account balance and the allocation of your future contributions under the Plan into any of the available investment options. You have the right to transfer your money and/or change the allocation of your future contributions before and after the blackout. During enrollment at Transamerica, you'll have the opportunity to choose how your account balance or future contributions should be invested. **How to Make or Change an Investment Election:** You can make or change your affirmative investment election during the enrollment process at Transamerica by: - Contacting Transamerica during the enrollment process via the website at transamerica.com/portal/home or via phone at 800-401-8726 Fund information, including investment objectives, risk and return characteristics, as well as fees and other expenses, for each existing investment option under the Plan is made available to you with your Plan materials. 390120_2.00 Now I need to format this properly with the requested formatting rules. The user wants ### for sections. Looking at the document structure: The main title sections are: - Lansweeper, Inc. - Deel Pooled Employer 401(k) Plan ("The Plan(s)") - NOTICE OF QUALIFIED CHANGE IN - THE PLAN'S INVESTMENT OPTIONS - February 12, 2026 Then the body text with bold section headers. Let me think about how to structure this. The document has a header section with the company name, plan name, and notice title. Then the date. Then several sections with bold headers. Actually, looking more carefully, the user wants me to use ### for sections. The bold headers in the document like "Existing Account Balance:", "When the Transfer Will Take Place:", etc. should probably be formatted with **bold** as labels, or potentially as ### headers if they are section headers. But the instruction says: "Use ### for sections, **bold** for labels" So I need to identify what are sections vs labels. Looking at the document: The main title area: Lansweeper, Inc. Deel Pooled Employer 401(k) Plan ("The Plan(s)") NOTICE OF QUALIFIED CHANGE IN THE PLAN'S INVESTMENT OPTIONS Then the date: February 12, 2026 Then the body paragraphs with bold headers: **Existing Account Balance:** **When the Transfer Will Take Place:** **Your Right To Direct Investments:** **How to Make or Change an Investment Election:** These bold headers appear to be labels for sections. The user instruction says "**bold** for labels" and "### for sections". I think the main document title/headers should be ### sections, and the bold text in the document should remain **bold**. Let me structure it: ### Lansweeper, Inc. ### Deel Pooled Employer 401(k) Plan ("The Plan(s)") ### NOTICE OF QUALIFIED CHANGE IN THE PLAN'S INVESTMENT OPTIONS February 12, 2026 Then the body... Actually, looking at the layout, "NOTICE OF QUALIFIED CHANGE IN" and "THE PLAN'S INVESTMENT OPTIONS" are part of the same title. And "Lansweeper, Inc." and the Plan name are header information. Maybe better to keep it simple and just transcribe exactly with the formatting as close as possible. Let me look at the bold items in the text: 1. "Existing Account Balance:" - this is bold in the original and is a label/section header 2. "When the Transfer Will Take Place:" - bold 3. "Your Right To Direct Investments:" - bold 4. "How to Make or Change an Investment Election:" - bold And there's a bullet point for the contact information. Let me format this: Lansweeper, Inc. Deel Pooled Employer 401(k) Plan ("The Plan(s)") NOTICE OF QUALIFIED CHANGE IN THE PLAN'S INVESTMENT OPTIONS February 12, 2026 Your employer is changing retirement plan providers and, in turn, changing the investment options available in your Plan. Contributions to the Plan after 03/15/2026 will be directed to the new funds you select during enrollment. If you do not have investment options on file with Transamerica, your contributions will be deposited to the default fund designated under the plan's investment options, the Nuveen Lifecycle Index - R6 Target Maturity series. **Existing Account Balance:** Your existing account balance in the Plan will be transferred to Transamerica and invested in an interest-bearing account until the account records for all Plan Participants are received and reconciled by Transamerica. If you do not have investment options on file with Transamerica, your account will transfer to the default fund designated under the plan's investment options, the Nuveen Lifecycle Index - R6 Target Maturity series. **When the Transfer Will Take Place:** Please refer to the Sarbanes Oxley Notice provided for additional information on the blackout period. After the blackout period, you will be able to access your account with Transamerica and view your investment activity. **Your Right To Direct Investments:** Although the investment options in the Plan are determined by your employer, you have the right to direct the investment of your individual account balance and the allocation of your future contributions under the Plan into any of the available investment options. You have the right to transfer your money and/or change the allocation of your future contributions before and after the blackout. During enrollment at Transamerica, you'll have the opportunity to choose how your account balance or future contributions should be invested. **How to Make or Change an Investment Election:** You can make or change your affirmative investment election during the enrollment process at Transamerica by: - Contacting Transamerica during the enrollment process via the website at transamerica.com/portal/home or via phone at 800-401-8726 Fund information, including investment objectives, risk and return characteristics, as well as fees and other expenses, for each existing investment option under the Plan is made available to you with your Plan materials. 390120_2.00 Wait, the user said "Use ### for sections". Should I convert the main title parts to ### headers? The document has: Lansweeper, Inc. Deel Pooled Employer 401(k) Plan ("The Plan(s)") NOTICE OF QUALIFIED CHANGE IN THE PLAN'S INVESTMENT OPTIONS These are like the header/title. Maybe: ### Lansweeper, Inc. ### Deel Pooled Employer 401(k) Plan ("The Plan(s)") ### NOTICE OF QUALIFIED CHANGE IN THE PLAN'S INVESTMENT OPTIONS But that might be too many ###. Let me think about the structure. The document appears to be a formal notice. The "sections" referred to in the instructions likely mean the major divisions of the document. Actually, looking at the bold items in the text, those are clearly section labels. The user says "**bold** for labels". So the bold text like "Existing Account Balance:" is a label and should be **bold**. The user also says "Use ### for sections". I think this refers to major section headings. In this document, the major sections are the bold-labeled sections. But those are already handled by the **bold** instruction. Wait, I need to read the instruction more carefully: "FORMAT: Use ### for sections, **bold** for labels, markdown tables for tabular data, - bullets for lists." So: - Sections: use ### - Labels: use **bold** - Tables: use markdown tables - Lists: use - bullets What are "sections" vs "labels" in this document? - The header "Lansweeper, Inc." - could be a section - "Deel Pooled Employer 401(k) Plan..." - could be a section - "NOTICE OF QUALIFIED CHANGE IN THE PLAN'S INVESTMENT OPTIONS" - could be a section - The date - probably not a section - The bold headers like "Existing Account Balance:" - these are labels for sections Actually, looking at standard document structure: - "Existing Account Balance:" is a section header/label - "When the Transfer Will Take Place:" is a section header/label - etc. But the instruction distinguishes between "sections" (use ###) and "labels" (use **bold**). Maybe the main title parts are sections (###) and the bold text in the document are labels (**bold**). Let me look at the document again. The text has: - Lansweeper, Inc. - Deel Pooled Employer 401(k) Plan ("The Plan(s)") - NOTICE OF QUALIFIED CHANGE IN - THE PLAN'S INVESTMENT OPTIONS - February 12, 2026 - Paragraph starting with "Your employer..." - **Existing Account Balance:** ... - **When the Transfer Will Take Place:** ... - **Your Right To Direct Investments:** ... - **How to Make or Change an Investment Election:** ... - Bullet point - Final paragraph - Footer number I think the safest interpretation is: 1. The main title/header information should be preserved as is or using ### for the major title components 2. The bold text markers in the document (like **Existing Account Balance:**) should be formatted as **bold** (which they already are in the text, or rather, they are bold in the original so I should make them **bold** in markdown) But the user says "Use ### for sections". Perhaps I should convert the underlined or emphasized headers to ###? Looking at the document, "NOTICE OF QUALIFIED CHANGE IN" and "THE PLAN'S INVESTMENT OPTIONS" are in all caps and underlined (based on the formatting). These are section headers. Actually, the user says "Transcribe ALL visible text". So I need to capture the text exactly. The formatting instructions are about how to format the output markdown. Let me try this structure: Lansweeper, Inc. Deel Pooled Employer 401(k) Plan ("The Plan(s)") NOTICE OF QUALIFIED CHANGE IN THE PLAN'S INVESTMENT OPTIONS February 12, 2026 Your employer is changing retirement plan providers and, in turn, changing the investment options available in your Plan. Contributions to the Plan after 03/15/2026 will be directed to the new funds you select during enrollment. If you do not have investment options on file with Transamerica, your contributions will be deposited to the default fund designated under the plan's investment options, the Nuveen Lifecycle Index - R6 Target Maturity series. **Existing Account Balance:** Your existing account balance in the Plan will be transferred to Transamerica and invested in an interest-bearing account until the account records for all Plan Participants are received and reconciled by Transamerica. If you do not have investment options on file with Transamerica, your account will transfer to the default fund designated under the plan's investment options, the Nuveen Lifecycle Index - R6 Target Maturity series. **When the Transfer Will Take Place:** Please refer to the Sarbanes Oxley Notice provided for additional information on the blackout period. After the blackout period, you will be able to access your account with Transamerica and view your investment activity. **Your Right To Direct Investments:** Although the investment options in the Plan are determined by your employer, you have the right to direct the investment of your individual account balance and the allocation of your future contributions under the Plan into any of the available investment options. You have the right to transfer your money and/or change the allocation of your future contributions before and after the blackout. During enrollment at Transamerica, you'll have the opportunity to choose how your account balance or future contributions should be invested. **How to Make or Change an Investment Election:** You can make or change your affirmative investment election during the enrollment process at Transamerica by: - Contacting Transamerica during the enrollment process via the website at transamerica.com/portal/home or via phone at 800-401-8726 Fund information, including investment objectives, risk and return characteristics, as well as fees and other expenses, for each existing investment option under the Plan is made available to you with your Plan materials. 390120_2.00 But the user specifically says "Use ### for sections". So maybe I should make the bold headers into ### headers? But then they wouldn't be **bold** labels. Wait - looking at the instruction again: "Use ### for sections, **bold** for labels" This suggests that some things are sections (get ###) and some things are labels (get **bold**). In this document, the items like "Existing Account Balance:" act as both section headers and labels. But in markdown, ### makes it a header, and ** makes it bold. I can't do both unless I do something like: ### **Existing Account Balance:** But that seems redundant. Let me reconsider the document structure. Perhaps: - The main title block is a section or series of sections - The bold items are labels Or perhaps the user wants me to identify the main structural sections. But there are no explicit "sections" marked in the document other than the bold headers. Actually, looking at the text "THE PLAN'S INVESTMENT OPTIONS" - this is underlined in the original (indicated by the markdown-like formatting in the provided text). This is a major section title. Let me try to interpret "sections" as the major titled divisions: 1. The header (Lansweeper, Inc., Plan name, Notice title) 2. Existing Account Balance 3. When the Transfer Will Take Place 4. Your Right To Direct Investments 5. How to Make or Change an Investment Election But the Notice title has multiple lines. Actually, looking at the provided text in the user's message, the lines "NOTICE OF QUALIFIED CHANGE IN" and "THE PLAN'S INVESTMENT OPTIONS" are in all caps. And "THE PLAN'S INVESTMENT OPTIONS" is underlined. Let me format the major headers as ### and keep the bold labels as **bold**. But actually, the bold labels ARE the section headers in this document. Maybe the user wants: ### Existing Account Balance But the text says "**Existing Account Balance:** Your existing..." so if I make it ###, it would be: ### Existing Account Balance Your existing... But the original has it as a bold label followed by text on the same line (or the next line). Looking at the image, it appears the bold text is a header/label for the paragraph. Given the instruction "**bold** for labels", I think the user wants the bold text in the original to be marked as **bold** in markdown. The instruction "Use ### for sections" might be for cases where there are clear section headers, or perhaps for the main document title. Let me check if there are any actual sections. The document flow is: 1. Header info (Company, Plan Name, Notice Title) 2. Date 3. Intro paragraph 4. Existing Account Balance section 5. When the Transfer Will Take Place section 6. Your Right To Direct Investments section 7. How to Make or Change an Investment Election section 8. Closing paragraph 9. Footer number The bold text items are clearly labels/headers for sections. Since the user says "**bold** for labels", I should format them as **Label:**. The main notice title could be a section. Let me format it as: ### Lansweeper, Inc. ### Deel Pooled Employer 401(k) Plan ("The Plan(s)") ### NOTICE OF QUALIFIED CHANGE IN THE PLAN'S INVESTMENT OPTIONS Then the date, then the content with **bold** labels. Actually, "Lansweeper, Inc." and the plan name might just be header info, not sections. But to be safe and follow the "Use ### for sections" rule, I'll format the main title components appropriately. Wait, the user says "Preserve all numbers, dates, and values exactly as shown." and "Transcribe ALL visible text". Let me look at the text one more time to ensure I capture everything exactly: "Lansweeper, Inc." "Deel Pooled Employer 401(k) Plan ("The Plan(s)")" "NOTICE OF QUALIFIED CHANGE IN" "THE PLAN'S INVESTMENT OPTIONS" "February 12, 2026" "Your employer is changing retirement plan providers and, in turn, changing the investment options available in your Plan. Contributions to the Plan after 03/15/2026 will be directed to the new funds you select during enrollment. If you do not have investment options on file with Transamerica, your contributions will be deposited to the default fund designated under the plan's investment options, the Nuveen Lifecycle Index - R6 Target Maturity series." "Existing Account Balance: Your existing account balance in the Plan will be transferred to Transamerica and invested in an interest-bearing account until the account records for all Plan Participants are received and reconciled by Transamerica. If you do not have investment options on file with Transamerica, your account will transfer to the default fund designated under the plan's investment options, the Nuveen Lifecycle Index - R6 Target Maturity series." "When the Transfer Will Take Place: Please refer to the Sarbanes Oxley Notice provided for additional information on the blackout period. After the blackout period, you will be able to access your account with Transamerica and view your investment activity." "Your Right To Direct Investments: Although the investment options in the Plan are determined by your employer, you have the right to direct the investment of your individual account balance and the allocation of your future contributions under the Plan into any of the available investment options. You have the right to transfer your money and/or change the allocation of your future contributions before and after the blackout. During enrollment at Transamerica, you'll have the opportunity to choose how --- ## Page 2 ### Important Notice Concerning Your Rights Under the TriNet 401(k) Plan, as adopted by Lansweeper, Inc. **Date of Notice:** February 12, 2026 - This notice is to inform you that Lansweeper, Inc will be changing its record-keeper from Empower to Transamerica Retirement Solutions, LLC ("Transamerica") and also changing investment options effective 03/15/2026. - As a result of these changes, you will be temporarily unable to direct or diversify investments in your individual account, obtain a loan, or obtain a distribution from the Plan. This period, during which you will be unable to exercise these rights otherwise available under the Plan, is called a "blackout period." Whether or not you are planning retirement in the near future, we encourage you to carefully consider how this blackout period may affect your retirement planning, as well as your overall financial plan. - The blackout period for the Plan is expected to begin as of the close of business at 4:00pm Eastern Time on 04/07/2026 and end during the week of 05/08/2026. During these weeks, you can determine whether the blackout period has started or ended by calling your new provider, Transamerica, toll-free at 1-800-401-8726. - During the blackout period, you will be unable to direct or diversify the assets held in your Plan account. For this reason, it is very important that you review and consider the appropriateness of your current investments in light of your inability to direct or diversify those investments during the blackout period. For your long-term retirement security, you should give careful consideration to the importance of a well-balanced and diversified investment portfolio, taking into account all your assets, income, and investments. - If you have any questions concerning this notice, you should contact: Greg Sanders PrismHR Retirement Services 7240 S. Highland Dr, suite 202 Cottonwood Heights, UT 84121 801-746-0595