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CAPTRUST to Provide Retirement Plan Advisory Services

City of Bonney Lake logoCity of Bonney Lake
Disclosed value
$25,000
From agenda
Document date
Mar 11, 2025
Term
3 years

The 30-second brief

What it covers

Bonney Lake Considering CAPTRUST for Retirement Plan Advisory Services, aiming to enhance retirement services and decrease fees in employee's MissionSquare 457 accounts. CAPTRUST will work to reduce fees and ensure investments are performing appropriately.

Who holds it

Captrust Financial holds this advisory services contract with City of Bonney Lake. Its other public contracts on record include work for Sweeny Community Hospital and Town of Middlebury.

What happens next

Term as filed: 3 years.

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Contract details

Contract type
Advisory Services
Amount
$25,000
Document date
March 11, 2025
Term
3 years
Vendor
Captrust Financial
Agency
City of Bonney Lake
Source document
bonney_lake_finance_committee_agenda_march_2025.pdf (Agenda)

Captrust Financial's other public contracts

Sweeny Community Hospital, TexasCaptrust Financial Advisors Delivers Quarterly Report · Aug 26, 2025UndisclosedTown of Middlebury, IndianaCaptrust Financial retirement management services contract · Jun 16, 2025UndisclosedTown of Middlebury, IndianaPotential Agreement with Captrust Financial · Jun 16, 2025UndisclosedTown of Middlebury town, IndianaCaptrust Financial retirement management contract approved · Jun 16, 2025UndisclosedTown of Whiskey Run, IndianaCaptrust Financial retirement management contract approved · Jun 16, 2025UndisclosedAll Captrust Financial contractsVendor profile

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Questions about this contract

Who was awarded the advisory services contract by City of Bonney Lake?

Captrust Financial was awarded this advisory services contract by City of Bonney Lake, as recorded on March 11, 2025. The contract value is $25,000.

How much is the Captrust Financial contract with City of Bonney Lake worth?

The Captrust Financial contract with City of Bonney Lake is valued at $25,000, covering advisory services work.

What type of contract is this?

This is a Advisory Services contract, documented as a agenda record.

Where was this contract approved?

This contract appears in bonney_lake_finance_committee_agenda_march_2025.pdf (Agenda), dated March 11, 2025 from City of Bonney Lake. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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What other contracts does Captrust Financial hold?

Captrust Financial 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 City of Bonney Lake currently buying?

Explore City of Bonney Lake's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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