FINANCIAL_SERVICESONGOING

Pivot Charter Schools adopts Benefit Resources 403(b) plan

Roads Education Organization, dba Pivot Charter Schools, entered into an ongoing arrangement to use Benefit Resources, Inc.’s Cycle 2 403(b) pre-approved plan document for its Pivot Charter Schools 403(b) Plan, originally effective July 1, 2017 and restated effective July 1, 2026. The agreement covers the plan’s governing document, adoption provisions, and related investment arrangement documentation.

Status
ONGOING
Document date
July 1, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Benefit Resources Inc
Agency
Pivot Charter School North Valley II District · CA

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Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Contract term
Plan restatement effective July 1, 2026; initial plan effective July 1, 2017; special elective deferral provisions effective September 1, 2017
Renewal date
2026-07-01
Renewal
Cycle 2 restatement of existing 403(b) plan; plan originally effective July 1, 2017 and amended and restated effective July 1, 2026 to comply with the 2022 IRS Cumulative List (Notice 2022-8). Future IRS-required restatement cycles may require additional amendments or restatements.
Document type
Agreement
Source document
Roads Education Organization, dba Pivot Charter Schools 403(b) Adoption Agreement 2026-07-01

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Pivot Charter School North Valley II District?

Benefit Resources Inc was awarded this financial services contract by Pivot Charter School North Valley II District, as recorded on July 1, 2026.

What type of contract is this?

This is a Financial Services contract, documented as a agreement record.

Where was this contract approved?

This contract appears in Roads Education Organization, dba Pivot Charter Schools 403(b) Adoption Agreement 2026-07-01 (Agreement), dated July 1, 2026 from Pivot Charter School North Valley II District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Benefit Resources Inc hold?

Benefit Resources Inc 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 Pivot Charter School North Valley II District currently buying?

Explore Pivot Charter School North Valley II District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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