Southwestern Wisconsin Community Action Program Board of Directors Meeting Agenda Packet 2026-05-28
Mid-Atlantic Trust Selected as 401(k) Directed Trustee
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Description
The Board authorized a Custodial Agreement with Mid-Atlantic Trust Company to act as directed trustee for SWCAP’s new 401(k) retirement plan. This engagement covers custody of plan assets for the exclusive benefit of participants and beneficiaries.
Contract Details
Vendor
MID-ATLANTIC TRUST COMPANY
Agency
Grant County, WI
Contract Type
FINANCIAL_SERVICES
Document Date
May 28, 2026
Renewal Info
Custodial Agreement will govern trustee services for the 401(k) plan; no explicit renewal provisions are described in the resolution.
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