FINANCIAL_SERVICESRATIFIED

Fidelity Investment Recordkeeping Agreement Approved

The Board ratified the Fidelity Investment recordkeeping and administrative services agreement for employee plans. Amount and term details were not disclosed.

Status
RATIFIED
Document date
March 8, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Fidelity Investment
Agency
Sage Oak Charter District · CA

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Derivita logo
Comcate logo
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Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
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Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
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Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Document type
Agenda
Source document
Sage Oak Charter Schools Board of Directors Regular Meeting Agenda March 2026

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Sage Oak Charter District?

Fidelity Investment was awarded this financial services contract by Sage Oak Charter District, as recorded on March 8, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Sage Oak Charter Schools Board of Directors Regular Meeting Agenda March 2026 (Agenda), dated March 8, 2026 from Sage Oak Charter District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Fidelity Investment hold?

Fidelity Investment 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 Sage Oak Charter District currently buying?

Explore Sage Oak Charter District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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