Hamilton Southeastern Schools Awards Financial Services Contract to Voya Financial Partners LLC (July 2021)
Hamilton Southeastern SchoolsSchool · Fishers, IN- Disclosed value
- Annual Asset-Based Service Fee of 0.45%; fixed trailer compensation of 0.15% based on total Plan assets; additional miscellaneous service charges as listed in Schedule H
- From contract
- Approved
- Jul 1, 2021
The 30-second brief
Hamilton Southeastern Schools entered into an agreement with Voya Financial Partners, LLC as Broker-Dealer effective July 1, 2021 to provide marketing, enrollment, and securities transaction settlement services for its 457(b) and 401(a) retirement plans. The firm is compensated through asset-based fees, investment product revenues, and trailer commissions under an ongoing term subject to 90-day termination notice.
Voya Financial Partners LLC holds this financial services contract with Hamilton Southeastern Schools. Its other public contracts on record include work for Cape Coral Fire Department and City of Cape Coral.
Term as filed: Commencing July 1, 2021 and continuing until terminated per agreement; terminable without cause with at least 90 days’ written notice.
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Contract details
- Contract type
- Financial Services
- Amount
- Annual Asset-Based Service Fee of 0.45%; fixed trailer compensation of 0.15% based on total Plan assets; additional miscellaneous service charges as listed in Schedule H
- Document date
- July 1, 2021
- Term
- Commencing July 1, 2021 and continuing until terminated per agreement; terminable without cause with at least 90 days’ written notice
- Source document
- hamilton-southeastern-schools-contract-2021-07-01_ba1.pdf (Contract)
Voya Financial Partners LLC's other public contracts
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Questions about this contract
Who was awarded the financial services contract by Hamilton Southeastern Schools?
Voya Financial Partners LLC was awarded this financial services contract by Hamilton Southeastern Schools, as recorded on July 1, 2021. The contract value is Annual Asset-Based Service Fee of 0.45%; fixed trailer compensation of 0.15% based on total Plan assets; additional miscellaneous service charges as listed in Schedule H.
How much is the Voya Financial Partners LLC contract with Hamilton Southeastern Schools worth?
The Voya Financial Partners LLC contract with Hamilton Southeastern Schools is valued at Annual Asset-Based Service Fee of 0.45%; fixed trailer compensation of 0.15% based on total Plan assets; additional miscellaneous service charges as listed in Schedule H, covering financial services work.
What type of contract is this?
This is a Financial Services contract, documented as a contract record.
Where was this contract approved?
This contract appears in hamilton-southeastern-schools-contract-2021-07-01_ba1.pdf (Contract), dated July 1, 2021 from Hamilton Southeastern Schools. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
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What other contracts does Voya Financial Partners LLC hold?
Voya Financial Partners LLC may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.
What is Hamilton Southeastern Schools currently buying?
Explore Hamilton Southeastern Schools's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.