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CAPTRUST to provide retirement plan advisory services

City of Bonney Lake logoCity of Bonney Lake
Document date
Apr 8, 2025

The 30-second brief

What it covers

Committee was briefed on the current administrative costs incurred to the employees. CAPTRUST would serve as a fiduciary on the plan, servicing employees improve their retirement program to retire successfully for their 457-plan. A presentation will be setup for the non represented employees. Participants would see a reduction in fees.

Who holds it

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

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Contract details

Contract type
Financial Advisory Services
Document date
April 8, 2025
Term
NA
Vendor
Captrust Financial
Agency
City of Bonney Lake
Source document
finance_committee_agenda_april_8_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 financial advisory services contract by City of Bonney Lake?

Captrust Financial was awarded this financial advisory services contract by City of Bonney Lake, as recorded on April 8, 2025.

What type of contract is this?

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

Where was this contract approved?

This contract appears in finance_committee_agenda_april_8_2025.pdf (Agenda), dated April 8, 2025 from City of Bonney Lake. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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.

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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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