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Keller ISD Ends Charles Schwab 457(b) Custody Role

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

The 30-second brief

What it covers

Keller ISD Board decided to remove Charles Schwab Trust Bank as custodian for the 457(b) Retirement Savings Plan and terminate all associated agreements once assets are transferred to the new trustee. The move is part of a comprehensive overhaul of the district’s retirement plan 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: Terminated upon transfer of Plan assets after January 1, 2022.

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Contract details

Contract type
Financial Services
Document date
November 15, 2021
Term
Terminated upon transfer of Plan assets after January 1, 2022
Vendor
Charles Schwab Trust Bank
Agency
Keller Independent School District
Source document
keller-isdresolution2021-11-15_cb5.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 OPEB Trust Investments at Schwab · Sep 28, 2026City of Bellflower, CaliforniaBellflower Holds Pension Trust Investments at Schwab · Sep 28, 2026Borough of Cornwall, PennsylvaniaCornwall Pays Second Charles Schwab Pension Contribution · Sep 14, 2026$109KAll Charles Schwab Trust Bank contractsVendor profile

More Keller Independent School District contracts

ASEASE Automotive Licensing Included in Budget Amendments · Oct 27, 2026UndisclosedAmplify Education IncDistrict Seeks Amplify Digital Math License Purchase · Oct 27, 2026$419.1KLIBRARYTRACLibraryTrac System Allocation Included in Budget Amendments · Oct 27, 2026UndisclosedTarrant County Elections AdministratorKeller ISD Recommends Election Services Agreement · Oct 27, 2026$141.2KTexas Association of Secondary School Principals (Tassp)Keller Administrator Recommended for TASSP Presentation · Oct 27, 2026UndisclosedAll 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 keller-isdresolution2021-11-15_cb5.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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What is Keller Independent School District currently buying?

Explore Keller Independent School District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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