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Charles Schwab Trust Bank 457(b) Custody Ended

Keller Independent School District logoKeller Independent School District
Document date
Nov 15, 2021

The 30-second brief

What it covers

Keller ISD resolved to remove Charles Schwab Trust Bank as custodian for its 457(b) Retirement Savings Plan and to terminate all related agreements once assets are transferred to the new trustee. This action is part of a comprehensive restructuring of plan service providers.

Who holds it

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

What happens next

Term as filed: Custodian role and related agreements terminated upon transfer of plan assets.

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Contract details

Contract type
Financial Services
Document date
November 15, 2021
Term
Custodian role and related agreements terminated upon transfer of plan assets
Vendor
Charles Schwab Trust Bank
Agency
Keller Independent School District
Source document
fossil-school-district-21jresolution2021-11-15_5ec.pdf (Resolution)

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 Keller Independent School District contracts

Tcu Educational LeadershipKeller Administrator Recommended for TCU Engagement · Oct 27, 2026UndisclosedLamar UniversityKeller ISD Recommends Lamar University Learning Agreement · Oct 27, 2026UndisclosedEDYNAMICeDynamic Software Allocation Included in Budget Amendments · Oct 27, 2026UndisclosedLIBRARYTRACLibraryTrac System Allocation Included in Budget Amendments · Oct 27, 2026UndisclosedAmplify Education IncDistrict Seeks Amplify Digital Math License Purchase · Oct 27, 2026$419.1KAll Keller Independent School District activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Keller Independent School District?

Charles Schwab Trust Bank was awarded this financial services contract by Keller Independent School District, as recorded on November 15, 2021.

What type of contract is this?

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

Where was this contract approved?

This contract appears in fossil-school-district-21jresolution2021-11-15_5ec.pdf (Resolution), dated November 15, 2021 from Keller Independent School District. 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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