County Plans to Close Circle Trust Contribution Channel

Chelan County proposed ending new payroll contributions to Circle Trust (TD Ameritrade) on January 1, 2027, consolidating eligible plans under Nationwide and DRS.

Document date · October 5, 2026

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Contract term

Through December 31, 2026; contribution channels to close January 1, 2027

Renewal date

2027-01-01

Renewal

Contribution channel closure proposed; existing account balances are not required to be liquidated.

Document type

AgendaPacket

Source document

Chelan County AgendaPacket Proposed Meeting Agenda 2026-10-05

Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Chelan County?

Circle Trust (td Ameritrade) was awarded this financial services contract by Chelan County, as recorded on October 5, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Chelan County AgendaPacket Proposed Meeting Agenda 2026-10-05 (AgendaPacket), dated October 5, 2026 from Chelan County. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Circle Trust (td Ameritrade) hold?

Circle Trust (td Ameritrade) may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

View Circle Trust (td Ameritrade)'s profile

What is Chelan County currently buying?

Explore Chelan County's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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