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Mendham Borough School District Awards Financial Services Contract to Orion Portfolio (January 2025)

Mendham Borough School District logoMendham Borough School District
Approved
Jan 7, 2025

The 30-second brief

What it covers

The board approved Orion Portfolio as a provider of tax sheltered annuity (403b) services for employees, effective through January 2026.

Who holds it

Orion Portfolio holds this financial services contract with Mendham Borough School District. Its other public contracts on record include work for Watsonville Prep District.

What happens next

Term as filed: until the next reorganization meeting in January 2026.

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Contract details

Contract type
Financial Services
Document date
January 7, 2025
Term
until the next reorganization meeting in January 2026
Vendor
Orion Portfolio
Agency
Mendham Borough School District
Source document
Mendham Borough Board of Education Agenda January 2025 (Agenda)

Orion Portfolio's other public contracts

Mendham Borough School District, New JerseyOrion Portfolio Approved as TSA Provider · Jan 7, 2026UndisclosedMendham Borough School District, New JerseyOrion Portfolio Approved for Tax Sheltered Annuity · Jan 7, 2025UndisclosedMendham Borough School District, New JerseyOrion Portfolio Approved As TSA Provider · Jan 7, 2025UndisclosedWatsonville Prep District, Californiawatsonville-prep-districtcontract2024-07-01_fb9.pdf · Jul 1, 2024UndisclosedMendham Borough School District, New JerseyOrion Portfolio Approved for Annuity Services · Jan 23, 2024UndisclosedAll Orion Portfolio contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by Mendham Borough School District?

Orion Portfolio was awarded this financial services contract by Mendham Borough School District, as recorded on January 7, 2025.

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 Mendham Borough Board of Education Agenda January 2025 (Agenda), dated January 7, 2025 from Mendham Borough School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Orion Portfolio hold?

Orion Portfolio 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 Mendham Borough School District currently buying?

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

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