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Erie City SD Awards Financial Services Contract to Lincoln Investment Planning (July 2025)

Erie City SD
Approved
Jul 10, 2025

The 30-second brief

What it covers

Lincoln Investment Planning is recognized as an approved 403(b) provider for Erie City School District, eligible for new accounts, contributions, and exchanges under the plan.

Who holds it

Lincoln Investment Planning holds this financial services contract with Erie City SD. Its other public contracts on record include work for Middlesex Borough School District and Rahway Public School District.

What happens next

Term as filed: Effective date of vendor schedule: Immediate or July 10, 2025.

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Contract details

Contract type
Financial Services
Document date
July 10, 2025
Term
Effective date of vendor schedule: Immediate or July 10, 2025
Vendor
Lincoln Investment Planning
Agency
Erie City SD
Source document
Erie City School District 403(b) Adoption Agreement 2025-07-10 (Agreement)

Lincoln Investment Planning's other public contracts

Middlesex Borough School District, New JerseyDistrict Recommends Lincoln Investment Provider · Oct 14, 2026UndisclosedRahway Public School District, New JerseyLincoln Investment designated as retirement provider · Jul 28, 2026UndisclosedRahway Public School District, New JerseyLincoln Investment Planning approved as annuity provider · Jul 27, 2026UndisclosedLevittown Union Free School District, New YorkLincoln Investment Planning Added as 403(b) Provider · Jul 8, 2026UndisclosedPlainedge Union Free School District, New YorkLincoln Investment Planning Approved for Retirement Plans · Jul 1, 2026UndisclosedAll Lincoln Investment Planning contractsVendor profile

More Erie City SD contracts

Agnl Wheels LLCErie District Approves AGNL Wheels Tax Settlement · Oct 14, 2026UndisclosedAscendance Truck CentersErie District Approves Refrigerated Truck Purchase · Oct 14, 2026UndisclosedZelenkofske Axelrod LLCErie District Approves Zelenkofske Axelrod Audit Engagement · Oct 14, 2026UndisclosedFreshworks IncErie District Renews Freshworks Help Desk Software · Oct 14, 2026UndisclosedPnc Capital Markets LLCErie District Approves $12 Million PNC Bond Agreement · Oct 14, 2026All Erie City SD activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Erie City SD?

Lincoln Investment Planning was awarded this financial services contract by Erie City SD, as recorded on July 10, 2025.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Erie City School District 403(b) Adoption Agreement 2025-07-10 (Agreement), dated July 10, 2025 from Erie City SD. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Lincoln Investment Planning hold?

Lincoln Investment Planning 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 Erie City SD currently buying?

Explore Erie City SD's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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