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FINANCIAL_SERVICESAPPROVED

Philip’s Academy Charter School of Paterson Board of Trustees Minutes 2026-04-27

Iron Shore named 403(b) broker of record

Philip's Academy Charter School of PatersonIRON SHOREApril 27, 2026

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Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
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TerraCycle logo
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Description

The Board designated Iron Shore as the new 403(b) broker of record effective May 1, 2026, replacing the prior broker for the school’s retirement plan services. Contract terms were not detailed in the minutes.

Contract Details

Vendor

IRON SHORE

Agency

Philip's Academy Charter School of Paterson, NJ

Contract Type

FINANCIAL_SERVICES

Document Date

April 27, 2026

Contract Term

Effective May 1, 2026 (ongoing as broker of record)

Renewal Info

New broker-of-record engagement for 403(b) services effective 2026-05-01; renewal or termination terms not specified.

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