FINANCIAL_SERVICESAPPROVED

Town of Lower Gwynedd Awards Financial Services Contract to K-TRADE (April 2025)

K-Trade was approved as the new platform for the Township’s 401a retirement plan under the transition to Beirne Wealth.

Status
APPROVED
Document date
April 22, 2025
Contract type
FINANCIAL_SERVICES
Vendor
K-TRADE
Agency
Town of Lower Gwynedd · PA

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Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Renewal
New appointment effective after April 8, 2025; ongoing under Beirne Wealth administration.
Document type
Minutes
Source document
Lower Gwynedd Township Board of Supervisors Meeting Minutes April 2025

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Town of Lower Gwynedd?

K-TRADE was awarded this financial services contract by Town of Lower Gwynedd, as recorded on April 22, 2025.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Lower Gwynedd Township Board of Supervisors Meeting Minutes April 2025 (Minutes), dated April 22, 2025 from Town of Lower Gwynedd. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does K-TRADE hold?

K-TRADE 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 K-TRADE's profile

What is Town of Lower Gwynedd currently buying?

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

View Town of Lower Gwynedd's profile

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