Charles Schwab Tops PERA Participant Rollover Destinations
Colorado Public Employees Retirement Association (PERA) | State of ColoradoState · Denver, CO- Disclosed value
- $73.6 million in rollover distributions to Schwab in 2025; $59.6 million in 2024
- From agendapacket
- Document date
- Jun 24, 2026
The 30-second brief
Colorado PERA participants rolled over $73.6 million to Charles Schwab in 2025, up from $59.6 million in 2024, making Schwab the largest single rollover destination for PERAPlus and DC plan assets. Total plan rollovers totaled $354 million in 2025.
Charles Schwab holds this financial services contract with Colorado Public Employees Retirement Association (PERA) | State of Colorado. Its other public contracts on record include work for Ocean County College and City of Carpinteria.
Term as filed: Rollover destination activity for 2024 and 2025.
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Contract details
- Contract type
- Financial Services
- Amount
- $73.6 million in rollover distributions to Schwab in 2025; $59.6 million in 2024
- Document date
- June 24, 2026
- Term
- Rollover destination activity for 2024 and 2025
- Vendor
- Charles Schwab
- Source document
- Colorado PERA Benefits Committee Meeting Materials 2026-06-24 (AgendaPacket)
Charles Schwab's other public contracts
More Colorado Public Employees Retirement Association (PERA) | State of Colorado contracts
Questions about this contract
Who was awarded the financial services contract by Colorado Public Employees Retirement Association (PERA) | State of Colorado?
Charles Schwab was awarded this financial services contract by Colorado Public Employees Retirement Association (PERA) | State of Colorado, as recorded on June 24, 2026. The contract value is $73.6 million in rollover distributions to Schwab in 2025; $59.6 million in 2024.
How much is the Charles Schwab contract with Colorado Public Employees Retirement Association (PERA) | State of Colorado worth?
The Charles Schwab contract with Colorado Public Employees Retirement Association (PERA) | State of Colorado is valued at $73.6 million in rollover distributions to Schwab in 2025; $59.6 million in 2024, 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 Colorado PERA Benefits Committee Meeting Materials 2026-06-24 (AgendaPacket), dated June 24, 2026 from Colorado Public Employees Retirement Association (PERA) | State of Colorado. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
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What other contracts does Charles Schwab hold?
Charles Schwab may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.
What is Colorado Public Employees Retirement Association (PERA) | State of Colorado currently buying?
Explore Colorado Public Employees Retirement Association (PERA) | State of Colorado's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.