CONTRACTONGOING

Fidelity Investments maintained as 457(b) grandfathered provider

Document date: Mar 1, 2026

What it covers

Lakota Local School District’s 457(b) Deferred Compensation Plan maintains Fidelity Investments as a grandfathered vendor effective March 1, 2026, allowing continued contributions and transfers to Fidelity accounts under specified restrictions.

Who holds it

Fidelity Investments holds this financial services contract with Lakota Local Schools. 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 March 1, 2026 as a grandfathered vendor; ongoing contributions and transfers permitted until changed by Employer.

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Contract details

Contract type: Financial Services
Document date: March 1, 2026
Term: Effective March 1, 2026 as a grandfathered vendor; ongoing contributions and transfers permitted until changed by Employer
Vendor: Fidelity Investments
Agency: Lakota Local Schools
Source document: Lakota Local School District Adoption Agreement 2026-03-01 (Agreement)

Fidelity Investments's other public contracts

Moss Landing Harbor District, CaliforniaDistrict Pays Fidelity Investments · Oct 28, 2026$630.7 Moss Landing Harbor District, CaliforniaDistrict Pays Fidelity Investments · Oct 25, 2026$630.7 Rhode Island Public Transit Authority, Rhode IslandRIPTA Considers Fidelity Investment Management Resolution · Oct 22, 2026Undisclosed Sterling School District, ConnecticutSterling Pays Fidelity Investments $800 · Oct 19, 2026$800 Suncoast Preparatory Academy, CaliforniaFidelity 403(b) Services Agreement Scheduled for Board Action · Oct 19, 2026Undisclosed All Fidelity Investments contractsVendor profile

More Lakota Local Schools contracts

Board of Trustees of West Chester TownshipWest Chester Township Provides School Resource Officers · Oct 26, 2026Undisclosed Kleingers GroupKleingers Group Performed Survey for Highway Easement · Oct 26, 2026Undisclosed Fulcrum Management Solutions Inc Dba ThoughtexchangeLakota Amends ThoughtExchange Subscription Terms · Oct 26, 2026Undisclosed Fulcrum Management Solutions LtdLakota Amends ThoughtExchange Subscription Terms · Oct 26, 2026Undisclosed Fulcrum Management Solutions LtdLakota District Amends ThoughtExchange Subscription Agreement · Oct 24, 2026Undisclosed All Lakota Local Schools activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Lakota Local Schools?

Fidelity Investments was awarded this financial services contract by Lakota Local Schools, as recorded on March 1, 2026.

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 Lakota Local School District Adoption Agreement 2026-03-01 (Agreement), dated March 1, 2026 from Lakota Local Schools. 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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What is Lakota Local Schools currently buying?

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