FINANCIAL_SERVICESAPPROVED

Lodi School District Awards Financial Services Contract to Lincoln Investments-legend (January 2023)

The Lodi Board of Education authorized Lincoln Investments-Legend as a Tax Shelter Annuity vendor for the 2023 calendar year. Employees can utilize the firm for tax-sheltered retirement products.

Document date · January 5, 2023

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Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Contract term
Calendar year 2023
Renewal date
2023-12-31
Renewal
Vendor approval is effective for 2023 and must be renewed at a future reorganization meeting.
Document type
Minutes
Source document
lodi_board_of_education_reorganization_meeting_min.pdf

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Lodi School District?

Lincoln Investments-legend was awarded this financial services contract by Lodi School District, as recorded on January 5, 2023.

What type of contract is this?

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

Where was this contract approved?

This contract appears in lodi_board_of_education_reorganization_meeting_min.pdf (Minutes), dated January 5, 2023 from Lodi School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Lincoln Investments-legend hold?

Lincoln Investments-legend 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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