ASCENSUS

Owners

Goods & Services

Financial and business record-keeping for retirement plans and retirement accounts; Financial and business record-keeping for savings plans and savings accounts; Financial and business record-keeping for benefit plans for others

Administration of health savings account plans; Administration of retirement plans and retirement accounts; Administration of savings plans and savings accounts; Administration of financial benefit plans for others; Consulting services in the field of retirement plans and retirement accounts; Consulting services in the field of financial benefit plans; Consulting services in the field of savings plans and savings accounts; Providing information in the field of retirement plans and retirement accounts; Providing information in the field of insurance; Providing information in the field of financial planning; Providing information in the field of financial benefit plans; Providing information in the field of savings plans and savings accounts; Providing investment account financial information; Financial services, namely, a web-based portal developed to provide financial advisers with access to information on their clients' investment accounts; Financial custody services, namely, maintaining possession of assets of retirement plans, assets of benefit plans and assets of trusts for others for recordkeeping, payment and disbursement purposes; Financial services, namely, a service assisting others with completion of financial transactions by way of allowing employers and employees to sign up for and contribute to investment plans and accounts through payroll deductions; Financial transaction processing, namely, financial benefit plan transaction processing services; Trustee services for retirement plans, benefit plans and trusts; Investment fund services featuring acceptance of monetary contributions to investment accounts