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Captrust Financial retirement management services contract

Town of Middlebury
Document date
Jun 16, 2025

The 30-second brief

What it covers

Town council to discuss contract agreement with Captrust Financial for retirement management services.

Who holds it

Captrust Financial holds this retirement management contract with Town of Middlebury. Its other public contracts on record include work for Sweeny Community Hospital and Town of Middlebury town.

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Contract details

Contract type
Retirement Management
Document date
June 16, 2025
Term
NA
Vendor
Captrust Financial
Agency
Town of Middlebury
Source document
town-of-middlebury-agenda-2025-06-16_e60.pdf (Agenda)

Captrust Financial's other public contracts

Sweeny Community Hospital, TexasCaptrust Financial Advisors Delivers Quarterly Report · Aug 26, 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, 2025UndisclosedTown of Middlebury town, IndianaCaptrust Financial retirement management agreement on agenda · Jun 16, 2025UndisclosedAll Captrust Financial contractsVendor profile

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Questions about this contract

Who was awarded the retirement management contract by Town of Middlebury?

Captrust Financial was awarded this retirement management contract by Town of Middlebury, as recorded on June 16, 2025.

What type of contract is this?

This is a Retirement Management contract, documented as a agenda record.

Where was this contract approved?

This contract appears in town-of-middlebury-agenda-2025-06-16_e60.pdf (Agenda), dated June 16, 2025 from Town of Middlebury. 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 Town of Middlebury currently buying?

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

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