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Town of Lower Gwynedd Awards Financial Advisor Contract to Beirne Wealth (April 2025)

Town of Lower Gwynedd
Approved
Apr 8, 2025

The 30-second brief

What it covers

Lower Gwynedd Township approves the appointment of K-Trade through Beirne Wealth to administer the 401a non-uniformed retirement plan and Fidelity to administer the DROP plan for police officers. Mission Square fees for record keeping, advisor services and average fund fees combine to total 1.75%. K-Trade and Fidelity, each having a combined fee of 1%, saving employees .75%.

Who holds it

Beirne Wealth holds this financial advisor contract with Town of Lower Gwynedd. Its other public contracts on record include work for Town of Easton and Milford Redevelopment and Housing Partnership.

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Contract details

Contract type
Financial Advisor
Document date
April 8, 2025
Term
NA
Vendor
Beirne Wealth
Agency
Town of Lower Gwynedd
Source document
town-of-lower-gwynedd-meeting-minutes-2025-04-08_b51.pdf (Meeting Minutes)

Beirne Wealth's other public contracts

Town of Easton, ConnecticutCommission Hears Investment Update From Beirne Wealth · Mar 10, 2026UndisclosedMilford Redevelopment and Housing Partnership, ConnecticutBeirne Wealth's $96,727.35 Investment Services Invoice · Jul 17, 2025$96.7KMilford School District, ConnecticutBeirne Wealth Paid $96K for Investment Advisory · Jul 17, 2025$96.7KCity of Milford, ConnecticutBeirne Wealth for Investment Advisory Services contract · Jul 17, 2025$96.7KCity of Milford, ConnecticutBeirne Wealth Receives $96,727.35 Payment Approval · Jul 17, 2025$96.7KAll Beirne Wealth contractsVendor profile

More Town of Lower Gwynedd contracts

Gilmore & Associates IncGilmore Reviews Township Land Development Applications · Sep 22, 2026UndisclosedBowman Consulting GroupBowman Provides Traffic Reviews For Township Projects · Sep 22, 2026UndisclosedComcast Pennsylvania LLCTownship Renews Cable Franchise With Comcast Pennsylvania · Sep 22, 2026Comcast of Southeast Pa LLCTownship Considers Cable Franchise Agreement With Comcast · Sep 22, 2026UndisclosedMUNICIBIDTownship Plans Retired Equipment Sale Through Municibid · Sep 22, 2026UndisclosedAll Town of Lower Gwynedd activityAgency profile

Questions about this contract

Who was awarded the financial advisor contract by Town of Lower Gwynedd?

Beirne Wealth was awarded this financial advisor contract by Town of Lower Gwynedd, as recorded on April 8, 2025.

What type of contract is this?

This is a Financial Advisor contract, documented as a meeting minutes record.

Where was this contract approved?

This contract appears in town-of-lower-gwynedd-meeting-minutes-2025-04-08_b51.pdf (Meeting Minutes), dated April 8, 2025 from Town of Lower Gwynedd. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Beirne Wealth hold?

Beirne Wealth 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 Town of Lower Gwynedd currently buying?

Explore Town of Lower Gwynedd's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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