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Essex School District Awards Financial Services Contract to Charles Schwab Trust Bank (November 2024)

Essex School District logoEssex School District
Disclosed value
$318.60 and $607.48 for the Merit Service Plan and Town Retirement Plan, respectively
From meeting minutes
Approved
Nov 12, 2024

The 30-second brief

What it covers

The Board approved payment of third quarter invoices to Charles Schwab Trust Bank for asset custody and plan administration: $318.60 for the Merit Plan and $607.48 for the Town Plan.

Who holds it

Charles Schwab Trust Bank holds this financial services contract with Essex School District. Its other public contracts on record include work for City of Bellflower and Town of Palmer.

What happens next

Term as filed: Third quarter billing period ending September 30, 2024.

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Contract details

Contract type
Financial Services
Amount
$318.60 and $607.48 for the Merit Service Plan and Town Retirement Plan, respectively
Document date
November 12, 2024
Term
Third quarter billing period ending September 30, 2024
Vendor
Charles Schwab Trust Bank
Agency
Essex School District
Source document
essex-school-districtmeeting-minutes2024-11-12_458.pdf (Meeting Minutes)

Charles Schwab Trust Bank's other public contracts

City of Bellflower, CaliforniaBellflower Reports Schwab Trust Banking Services · Oct 26, 2026$15,775,?Town of Palmer, PennsylvaniaPalmer Township Lists Charles Schwab Trust Payment · Oct 5, 2026$292.7KCity of Bellflower, CaliforniaBellflower Holds OPEB Trust Investments at Schwab · Sep 28, 2026City of Bellflower, CaliforniaBellflower Holds Pension Trust Investments at Schwab · Sep 28, 2026Borough of Cornwall, PennsylvaniaCornwall Pays Second Charles Schwab Pension Contribution · Sep 14, 2026$109KAll Charles Schwab Trust Bank contractsVendor profile

More Essex School District contracts

PETERBILTEssex proposes Peterbilt truck and mower purchase · Aug 5, 2026Safe HarborCommission Approves Annual Harbor Service Invoice · Jul 23, 2026UndisclosedSafe Harbor ServicesSafe Harbor Services contract invoice on agenda · Jul 23, 2026UndisclosedSafe Harbor ServicesSafe Harbor Services Contract Invoice On Agenda · Jul 23, 2026UndisclosedJacunski & HumesArchitect Jacunski & Humes Finalizing Police Renovation Plans · Jul 20, 2026UndisclosedAll Essex School District activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Essex School District?

Charles Schwab Trust Bank was awarded this financial services contract by Essex School District, as recorded on November 12, 2024. The contract value is $318.60 and $607.48 for the Merit Service Plan and Town Retirement Plan, respectively.

How much is the Charles Schwab Trust Bank contract with Essex School District worth?

The Charles Schwab Trust Bank contract with Essex School District is valued at $318.60 and $607.48 for the Merit Service Plan and Town Retirement Plan, respectively, covering financial services work.

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 essex-school-districtmeeting-minutes2024-11-12_458.pdf (Meeting Minutes), dated November 12, 2024 from Essex School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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What other contracts does Charles Schwab Trust Bank hold?

Charles Schwab Trust Bank 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 Essex School District currently buying?

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

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