CAPTRUST to Provide Retirement Plan Advisory Services
- Document date
- Mar 11, 2025
The 30-second brief
Mayor authorized to sign retirement plan advisory services agreement with CAPTRUST Financial Advisors, enhancing employee financial planning.
Captrust Financial holds this advisory services contract with City of Bonney Lake. Its other public contracts on record include work for Sweeny Community Hospital and Town of Middlebury.
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Contract details
- Contract type
- Advisory Services
- Document date
- March 11, 2025
- Term
- NA
- Vendor
- Captrust Financial
- Agency
- City of Bonney Lake
- Source document
- bonney_lake_finance_committee_agenda_march_11_2025.pdf (Agenda)
Captrust Financial's other public contracts
More City of Bonney Lake contracts
Questions about this contract
Who was awarded the advisory services contract by City of Bonney Lake?
Captrust Financial was awarded this advisory services contract by City of Bonney Lake, as recorded on March 11, 2025.
What type of contract is this?
This is a Advisory Services contract, documented as a agenda record.
Where was this contract approved?
This contract appears in bonney_lake_finance_committee_agenda_march_11_2025.pdf (Agenda), dated March 11, 2025 from City of Bonney Lake. 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 City of Bonney Lake currently buying?
Explore City of Bonney Lake's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.