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Schwab Trust Bank Custodian for Pension Trust Assets
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Description
Charles Schwab Trust Bank provides custodial services for Sebastopol’s Section 115 Pension Trust, holding and safekeeping the City’s prefunded pension assets. The custodial role supports the investment program overseen by Shuster Advisory Group, LLC.
Contract Details
Vendor
CHARLES SCHWAB TRUST BANK
Agency
City of Sebastopol, CA
Contract Type
FINANCIAL_SERVICES
Document Date
June 2, 2026
Renewal Info
Ongoing custodial arrangement for the Section 115 Trust; no explicit renewal terms provided.
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