PERSUMMA FINANCIAL

Financial services, namely, actuarial services, administrative services, namely, record keeping and administration for employer-sponsored retirement plans, asset management services, brokerage services, namely, mutual fund and securities brokerage, mutual fund distribution services, administration of employee benefit services, electronic funds transfer services, investment advice services, investment management, services, money management services, administration of employee pension plans services, pooled investment funds management services, retirement investment management services, and services related to arranging, affecting or facilitating financial transfers for the account of third parties, namely, retirement plan investment selection