Pershing Ranked Among 2024 PERA Rollover Destinations
- Disclosed value
- $18.0 million in rollover distributions to Pershing LLC in 2024
- From agendapacket
- Document date
- Jun 24, 2026
The 30-second brief
In 2024, Colorado PERA participants rolled over $18.0 million in retirement assets to Pershing LLC, placing it among the top five destinations for PERAPlus and DC plan distributions that year.
Pershing LLC holds this financial services contract with Colorado Public Employees Retirement Association (PERA) | State of Colorado. Its other public contracts on record include work for Randolph Academy Union Free School District and Town of Wellesley.
Term as filed: Rollover destination activity for 2024; no 2025 figure in top five.
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Contract details
- Contract type
- Financial Services
- Amount
- $18.0 million in rollover distributions to Pershing LLC in 2024
- Document date
- June 24, 2026
- Term
- Rollover destination activity for 2024; no 2025 figure in top five
- Vendor
- Pershing LLC
- Source document
- Colorado PERA Benefits Committee Meeting Materials 2026-06-24 (AgendaPacket)
Pershing LLC'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?
Pershing LLC 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 $18.0 million in rollover distributions to Pershing LLC in 2024.
How much is the Pershing LLC contract with Colorado Public Employees Retirement Association (PERA) | State of Colorado worth?
The Pershing LLC contract with Colorado Public Employees Retirement Association (PERA) | State of Colorado is valued at $18.0 million in rollover distributions to Pershing LLC 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 Pershing LLC hold?
Pershing LLC 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.