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CAPTRUST to improve retirement program for employees

City of Bonney Lake logoCity of Bonney Lake
Document date
Mar 11, 2025

The 30-second brief

What it covers

Agreement with CAPTRUST Financial Advisors to serve as a fiduciary on the plan, servicing employees to improve their retirement program for their 457-plan. Participants would see a reduction in fees.

Who holds it

Captrust Financial holds this service contract with City of Bonney Lake. Its other public contracts on record include work for Sweeny Community Hospital and Town of Middlebury.

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Contract details

Contract type
Service
Document date
March 11, 2025
Term
NA
Vendor
Captrust Financial
Agency
City of Bonney Lake
Source document
bonney_lake_finance_committee_minutes_march_2025.pdf (Minutes)

Captrust Financial's other public contracts

Sweeny Community Hospital, TexasCaptrust Financial Advisors Delivers Quarterly Report · Aug 26, 2025UndisclosedTown of Middlebury, IndianaCaptrust Financial retirement management services contract · Jun 16, 2025UndisclosedTown of Middlebury, IndianaPotential Agreement with Captrust Financial · Jun 16, 2025UndisclosedTown of Middlebury town, IndianaCaptrust Financial retirement management contract approved · Jun 16, 2025UndisclosedTown of Whiskey Run, IndianaCaptrust Financial retirement management contract approved · Jun 16, 2025UndisclosedAll Captrust Financial contractsVendor profile

More City of Bonney Lake contracts

Sitts & Hill Engineers IncSitts and Hill to Survey PRV Replacement Sites · Dec 31, 2025UndisclosedDoolittle ConstructionChip Seal Contract with Doolittle Construction Advanced · Dec 31, 2025UndisclosedRh2 Engineering IncCity Hires RH2 Engineering for PRV Design Work · Dec 31, 2025$55KTacoma Pierce County Health DepartmentBonney Lake plans source control pact with Health Department · Dec 2, 2025UndisclosedChamber CollectiveChamber Collective and City of Bonney Lake sign 4-year interagency agreement · Nov 25, 2025UndisclosedAll City of Bonney Lake activityAgency profile

Questions about this contract

Who was awarded the service contract by City of Bonney Lake?

Captrust Financial was awarded this service contract by City of Bonney Lake, as recorded on March 11, 2025.

What type of contract is this?

This is a Service contract, documented as a minutes record.

Where was this contract approved?

This contract appears in bonney_lake_finance_committee_minutes_march_2025.pdf (Minutes), dated March 11, 2025 from City of Bonney Lake. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Captrust Financial hold?

Captrust Financial 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 City of Bonney Lake currently buying?

Explore City of Bonney Lake's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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