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Town of Lower Gwynedd Awards Financial Services Contract to Beirne Wealth (April 2025)

Town of Lower Gwynedd
Disclosed value
1% (fees)
From minutes
Approved
Apr 22, 2025

The 30-second brief

What it covers

The Board approved Beirne Wealth as the new plan administrator for the Township’s employee 401a and DROP retirement plans, aiming for lower fees and expanded platform choices for employees.

Who holds it

Beirne Wealth holds this financial services contract with Town of Lower Gwynedd. Its other public contracts on record include work for Town of Easton and Milford Redevelopment and Housing Partnership.

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Contract details

Contract type
Financial Services
Amount
1% (fees)
Document date
April 22, 2025
Vendor
Beirne Wealth
Agency
Town of Lower Gwynedd
Source document
Lower Gwynedd Township Board of Supervisors Meeting Minutes April 2025 (Minutes)

Beirne Wealth's other public contracts

Town of Easton, ConnecticutCommission Hears Investment Update From Beirne Wealth · Mar 10, 2026UndisclosedMilford Redevelopment and Housing Partnership, ConnecticutBeirne Wealth's $96,727.35 Investment Services Invoice · Jul 17, 2025$96.7KMilford School District, ConnecticutBeirne Wealth Paid $96K for Investment Advisory · Jul 17, 2025$96.7KCity of Milford, ConnecticutBeirne Wealth for Investment Advisory Services contract · Jul 17, 2025$96.7KCity of Milford, ConnecticutBeirne Wealth Receives $96,727.35 Payment Approval · Jul 17, 2025$96.7KAll Beirne Wealth contractsVendor profile

More Town of Lower Gwynedd contracts

Gilmore & Associates IncGilmore Reviews Township Land Development Applications · Sep 22, 2026UndisclosedBowman Consulting GroupBowman Provides Traffic Reviews For Township Projects · Sep 22, 2026UndisclosedComcast Pennsylvania LLCTownship Renews Cable Franchise With Comcast Pennsylvania · Sep 22, 2026Comcast of Southeast Pa LLCTownship Considers Cable Franchise Agreement With Comcast · Sep 22, 2026UndisclosedMUNICIBIDTownship Plans Retired Equipment Sale Through Municibid · Sep 22, 2026UndisclosedAll Town of Lower Gwynedd activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Town of Lower Gwynedd?

Beirne Wealth was awarded this financial services contract by Town of Lower Gwynedd, as recorded on April 22, 2025. The contract value is 1% (fees).

How much is the Beirne Wealth contract with Town of Lower Gwynedd worth?

The Beirne Wealth contract with Town of Lower Gwynedd is valued at 1% (fees), covering financial services work.

What type of contract is this?

This is a Financial Services contract, documented as a minutes record.

Where was this contract approved?

This contract appears in Lower Gwynedd Township Board of Supervisors Meeting Minutes April 2025 (Minutes), dated April 22, 2025 from Town of Lower Gwynedd. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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What other contracts does Beirne Wealth hold?

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

What is Town of Lower Gwynedd currently buying?

Explore Town of Lower Gwynedd's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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