Southwestern Wisconsin Community Action Program Board of Directors AgendaPacket 2026-05-28
Mid-Atlantic Trust Named Directed Trustee for SWCAP 401(k)
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Description
SWCAP’s board approved a Custodial Agreement with Mid-Atlantic Trust Company to serve as directed trustee for the organization’s new 401(k) plan trust. The agreement supports secure custody of plan assets for employees’ retirement benefits.
Contract Details
Vendor
MID-ATLANTIC TRUST COMPANY
Agency
Grant County, WI
Contract Type
FINANCIAL_SERVICES
Document Date
May 28, 2026
Renewal Info
Custodial Agreement establishes Mid-Atlantic Trust Company as directed trustee; future renewal or termination provisions are contained in the agreement, not specified here.
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