CONTRACTAPPROVED

Idaho State Board of Education | State of Idaho Awards Financial Services Contract to Fidelity Investments (December 2024)

Idaho State Board of Education | State of Idaho
Approved
Dec 18, 2024

The 30-second brief

What it covers

The Idaho State Board of Education confirmed prior action designating Fidelity Investments as the sole recordkeeper for its Optional Retirement Program 401(a), effective December 2, 2024. Plan documents were amended to reflect the transition and ensure compliance with federal and state retirement plan requirements.

Who holds it

Fidelity Investments holds this financial services contract with Idaho State Board of Education | State of Idaho. Its other public contracts on record include work for Moss Landing Harbor District and Rhode Island Public Transit Authority.

What happens next

Term as filed: Effective December 2, 2024; ongoing as plan recordkeeper.

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Contract details

Contract type
Financial Services
Document date
December 18, 2024
Term
Effective December 2, 2024; ongoing as plan recordkeeper
Source document
Idaho State Board of Education Agenda Packet 2024-12-18 (AgendaPacket)

Fidelity Investments's other public contracts

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Questions about this contract

Who was awarded the financial services contract by Idaho State Board of Education | State of Idaho?

Fidelity Investments was awarded this financial services contract by Idaho State Board of Education | State of Idaho, as recorded on December 18, 2024.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Idaho State Board of Education Agenda Packet 2024-12-18 (AgendaPacket), dated December 18, 2024 from Idaho State Board of Education | State of Idaho. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Fidelity Investments hold?

Fidelity Investments 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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