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Schwab Serves as Ongoing Plan Custodian

City of Englewood logoCity of Englewood
Document date
Nov 10, 2025
Term
Ongoing as plan custodian; selected 2017

The 30-second brief

What it covers

Charles Schwab Trust Bank continues as plan custodian for the Englewood Non-Emergency Employee Retirement Plan, providing custody and recordkeeping of plan assets since 2017.

Who holds it

Charles Schwab Trust Bank holds this financial services contract with City of Englewood. Its other public contracts on record include work for City of Bellflower and Town of Palmer.

What happens next

Term as filed: Ongoing as plan custodian; selected 2017.

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Contract details

Contract type
Financial Services
Document date
November 10, 2025
Term
Ongoing as plan custodian; selected 2017
Vendor
Charles Schwab Trust Bank
Agency
City of Englewood
Source document
englewood_retirement_pension_plan_board_meeting_ag.pdf (Agenda)

Charles Schwab Trust Bank's other public contracts

City of Bellflower, CaliforniaBellflower Reports Schwab Trust Banking Services · Oct 26, 2026$15,775,?Town of Palmer, PennsylvaniaPalmer Township Lists Charles Schwab Trust Payment · Oct 5, 2026$292.7KCity of Bellflower, CaliforniaBellflower Holds Pension Trust Investments at Schwab · Sep 28, 2026City of Bellflower, CaliforniaBellflower Holds OPEB Trust Investments at Schwab · Sep 28, 2026Borough of Cornwall, PennsylvaniaCornwall Pays Charles Schwab Pension Contribution · Sep 14, 2026$79.5KAll Charles Schwab Trust Bank contractsVendor profile

More City of Englewood contracts

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Questions about this contract

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

Charles Schwab Trust Bank was awarded this financial services contract by City of Englewood, as recorded on November 10, 2025.

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 englewood_retirement_pension_plan_board_meeting_ag.pdf (Agenda), dated November 10, 2025 from City of Englewood. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Charles Schwab Trust Bank hold?

Charles Schwab Trust Bank 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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Explore City of Englewood's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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