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American Heritage Listed as Grandfathered 403(b) Vendor

Big Walnut Local Schools logoBig Walnut Local Schools
Document date
Dec 1, 2025

The 30-second brief

What it covers

Big Walnut Local School District continues American Heritage as a grandfathered 403(b) vendor, allowing contributions and exchanges to legacy accounts under plan rules.

Who holds it

American Heritage holds this financial services contract with Big Walnut Local Schools. Its other public contracts on record include work for Pawnee County and Lake Ashton Community Development District.

What happens next

Term as filed: Effective immediately or on December 1, 2025 per Plan Vendor Schedule.

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Contract details

Contract type
Financial Services
Document date
December 1, 2025
Term
Effective immediately or on December 1, 2025 per Plan Vendor Schedule
Vendor
American Heritage
Agency
Big Walnut Local Schools
Source document
Big Walnut Local School District 403(b) Adoption Agreement 2025-12-01 (Agreement)

American Heritage's other public contracts

Pawnee County, NebraskaPawnee County Approves American Heritage Benefits Payment · Oct 14, 2026$61.4Pawnee County, NebraskaPawnee County Approves American Heritage Payment · Sep 29, 2026$61.4Lake Ashton Community Development District, FloridaAmerican Heritage Wins Entrance Landscaping Proposal · Sep 21, 2026$2.5KCity of Sand Springs, OklahomaMuseum Authority to Review American Heritage CD Funds · Sep 15, 2026UndisclosedPawnee County, NebraskaPawnee County Approves American Heritage Payment · Sep 15, 2026$61.4All American Heritage contractsVendor profile

More Big Walnut Local Schools contracts

METAMETA ISP Services Payment Authorized · Oct 27, 2026$5.7KDelaware Arts Festival Association GrantArts Festival Grant Accepted for High School · Oct 27, 2026UndisclosedVoss Bros. Power EquipmentVoss Bros. Donation for Middle School Veterans Event · Oct 27, 2026200.00Ruark & Sons AutomotiveRuark & Sons Donation for Veterans Event · Oct 27, 2026$200Martha Holden Jennings GrantMartha Holden Jennings Grant Accepted for Souders · Oct 27, 2026UndisclosedAll Big Walnut Local Schools activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Big Walnut Local Schools?

American Heritage was awarded this financial services contract by Big Walnut Local Schools, as recorded on December 1, 2025.

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 Big Walnut Local School District 403(b) Adoption Agreement 2025-12-01 (Agreement), dated December 1, 2025 from Big Walnut Local Schools. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does American Heritage hold?

American Heritage 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 Big Walnut Local Schools currently buying?

Explore Big Walnut Local Schools's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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