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Charles Schwab Brokerage Feature Added to RHS Plans

City of Vallejo logoCity of Vallejo
Disclosed value
$50 initial set-up fee and $50 annual fee
From agendapacket
Document date
Oct 23, 2026

The 30-second brief

What it covers

Vallejo’s retirement plan materials identify Charles Schwab as the brokerage provider for the self-directed brokerage account feature. The RHS feature launched in February 2026 and carries a $50 setup fee plus a $50 annual fee for participating accounts.

Who holds it

Charles Schwab & Co Inc holds this financial services contract with City of Vallejo. Its other public contracts on record include work for Kalamazoo Library District and Delaware County Solid Waste Authority.

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Contract details

Contract type
Financial Services
Amount
$50 initial set-up fee and $50 annual fee
Document date
October 23, 2026
Vendor
Charles Schwab & Co Inc
Agency
City of Vallejo
Source document
City of Vallejo AgendaPacket Deferred Compensation Plan Committee Meeting 2026-10-26 (AgendaPacket)

Charles Schwab & Co Inc's other public contracts

Kalamazoo Library District, MichiganLibrary Endowment Account Held With Charles Schwab · Oct 23, 2026UndisclosedDelaware County Solid Waste Authority, PennsylvaniaDelaware County Solid Waste Authority AgendaPacket Legislative Meeting 2026-10-21 · Oct 21, 2026$7KTruckee-Donner Recreation And Park District, CaliforniaDistrict Approves Charles Schwab Loan Payments · Oct 19, 2026$4.8KWashtenaw County, MichiganCharles Schwab Provides County Investment Custody Services · Oct 13, 2026UndisclosedRockford Mass Transit District, IllinoisSchwab Custodial Services for RMTD Pension Trust · Sep 28, 2026Undisclosed

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Questions about this contract

Who was awarded the financial services contract by City of Vallejo?

Charles Schwab & Co Inc was awarded this financial services contract by City of Vallejo, as recorded on October 23, 2026. The contract value is $50 initial set-up fee and $50 annual fee.

How much is the Charles Schwab & Co Inc contract with City of Vallejo worth?

The Charles Schwab & Co Inc contract with City of Vallejo is valued at $50 initial set-up fee and $50 annual fee, covering financial services work.

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 City of Vallejo AgendaPacket Deferred Compensation Plan Committee Meeting 2026-10-26 (AgendaPacket), dated October 23, 2026 from City of Vallejo. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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