CVCSD Considers Valley Wealth Strategies for 457 Plan
Copper Valley Community Services DistrictSpecial District · Copperopolis, CA- Document date
- Aug 20, 2024
The 30-second brief
CVCSD Board proposed to work with Valley Wealth Strategies and Nicole Kikugawa for the setup of the 457 Deferred Compensation Retirement Plan. No upfront district cost is anticipated.
Valley Wealth Strategies holds this financial services contract with Copper Valley Community Services District. Its other public contracts on record include work for City of Lodi.
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Contract details
- Contract type
- Financial Services
- Document date
- August 20, 2024
- Vendor
- Valley Wealth Strategies
- Source document
- CVCSD Board Meeting Agenda August 2024 (Agenda)
Valley Wealth Strategies's other public contracts
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Questions about this contract
Who was awarded the financial services contract by Copper Valley Community Services District?
Valley Wealth Strategies was awarded this financial services contract by Copper Valley Community Services District, as recorded on August 20, 2024.
What type of contract is this?
This is a Financial Services contract, documented as a agenda record.
Where was this contract approved?
This contract appears in CVCSD Board Meeting Agenda August 2024 (Agenda), dated August 20, 2024 from Copper Valley Community Services District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does Valley Wealth Strategies hold?
Valley Wealth Strategies 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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