FINANCIAL_SERVICESAPPROVED

North Caldwell School District Awards Financial Services Contract to Fidelity Investment (May 2025)

The board affirmed Fidelity Investment as an approved tax shelter annuity provider solely for legacy accounts opened before January 2020. New TSA enrollments are not permitted with Fidelity under this approval.

Status
APPROVED
Document date
May 29, 2025
Contract type
FINANCIAL_SERVICES
Vendor
Fidelity Investment
Agency
North Caldwell School District · NJ

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TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Contract term
Ongoing for accounts established prior to January 2020
Renewal
Applies only to pre-2020 accounts; status continues unless revised by board.
Document type
Meeting Minutes
Source document
north-caldwell-school-district-meeting-minutes-2025-05-29_91b.pdf

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by North Caldwell School District?

Fidelity Investment was awarded this financial services contract by North Caldwell School District, as recorded on May 29, 2025.

What type of contract is this?

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

Where was this contract approved?

This contract appears in north-caldwell-school-district-meeting-minutes-2025-05-29_91b.pdf (Meeting Minutes), dated May 29, 2025 from North Caldwell School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Fidelity Investment hold?

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

View Fidelity Investment's profile

What is North Caldwell School District currently buying?

Explore North Caldwell School District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

View North Caldwell School District's profile

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