Trust Account Transferred to Personalized Managed Accounts
Swallow School DistrictSchool · Hartland, WI- Document date
- Feb 6, 2025
The 30-second brief
Transfer of OPEB trust account from BMO Harris Bank to Personalized Managed Accounts (PMA). PMA will act as trustee for Swallow School District, providing services to manage the trust account.
Personalized Managed Accounts holds this trustee services contract with Swallow School District.
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Contract details
- Contract type
- Trustee Services
- Document date
- February 6, 2025
- Term
- NA
- Agency
- Swallow School District
- Source document
- swallow-school-district-resolution-2025-02-06_de6.pdf (Resolution)
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Questions about this contract
Who was awarded the trustee services contract by Swallow School District?
Personalized Managed Accounts was awarded this trustee services contract by Swallow School District, as recorded on February 6, 2025.
What type of contract is this?
This is a Trustee Services contract, documented as a resolution record.
Where was this contract approved?
This contract appears in swallow-school-district-resolution-2025-02-06_de6.pdf (Resolution), dated February 6, 2025 from Swallow School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does Personalized Managed Accounts hold?
Personalized Managed Accounts 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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