CONTRACTPENDING

ACRPC Evaluating Marble Trail for 401K Services

Addison County logoAddison County
Document date
Feb 28, 2024

The 30-second brief

What it covers

ACRPC is considering Marble Trail Financial Advisors for 401K services. Final decision pending after securing an additional response, with Adam, the Executive Director, authorized to choose the 401K services provider.

Who holds it

Marble Trail Financial Advisors holds this financial advisor contract with Addison County.

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Contract details

Contract type
Financial Advisor
Document date
February 28, 2024
Term
NA
Source document
addison-county-meeting-minutes-2024-02-28_75e.pdf (Meeting Minutes)

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Questions about this contract

Who was awarded the financial advisor contract by Addison County?

Marble Trail Financial Advisors was awarded this financial advisor contract by Addison County, as recorded on February 28, 2024.

What type of contract is this?

This is a Financial Advisor contract, documented as a meeting minutes record.

Where was this contract approved?

This contract appears in addison-county-meeting-minutes-2024-02-28_75e.pdf (Meeting Minutes), dated February 28, 2024 from Addison County. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Marble Trail Financial Advisors hold?

Marble Trail Financial Advisors may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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