CONTRACTPENDING

CAPTRUST to Provide Retirement Plan Advisory Services

City of Bonney Lake logoCity of Bonney Lake
Document date
Mar 11, 2025

The 30-second brief

What it covers

Mayor authorized to sign retirement plan advisory services agreement with CAPTRUST Financial Advisors, enhancing employee financial planning.

Who holds it

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
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?

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