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Pivot Charter Schools adopts Benefit Resources 403(b) plan

Pivot Charter School North Valley II District
Document date
Jul 1, 2026

The 30-second brief

What it covers

Roads Education Organization, dba Pivot Charter Schools, entered into an ongoing arrangement to use Benefit Resources, Inc.’s Cycle 2 403(b) pre-approved plan document for its Pivot Charter Schools 403(b) Plan, originally effective July 1, 2017 and restated effective July 1, 2026. The agreement covers the plan’s governing document, adoption provisions, and related investment arrangement documentation.

Who holds it

Benefit Resources Inc holds this financial services contract with Pivot Charter School North Valley II District. Its other public contracts on record include work for Intermediate School District 287 and City of Sand Springs.

What happens next

Term as filed: Plan restatement effective July 1, 2026; initial plan effective July 1, 2017; special elective deferral provisions effective September 1, 2017.

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Contract details

Contract type
Financial Services
Document date
July 1, 2026
Term
Plan restatement effective July 1, 2026; initial plan effective July 1, 2017; special elective deferral provisions effective September 1, 2017
Vendor
Benefit Resources Inc
Agency
Pivot Charter School North Valley II District
Source document
Roads Education Organization, dba Pivot Charter Schools 403(b) Adoption Agreement 2026-07-01 (Agreement)

Benefit Resources Inc's other public contracts

Intermediate School District 287, MinnesotaDistrict Reports Flex Spending Payments To Benefit Resources · Sep 24, 2026$54.2KIntermediate School District 287, MinnesotaDistrict 287 Reports Benefit Resources Payments · Aug 27, 2026City of Sand Springs, OklahomaWater Utility Fund Pays Benefit Resources · Jul 27, 2026City of Sand Springs, OklahomaBenefit Resources Solid Waste Fund Payments Approved · Jul 27, 2026UndisclosedCity of Sand Springs, OklahomaStormwater Fund Payment to Benefit Resources · Jul 27, 2026All Benefit Resources Inc contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by Pivot Charter School North Valley II District?

Benefit Resources Inc was awarded this financial services contract by Pivot Charter School North Valley II District, as recorded on July 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 Roads Education Organization, dba Pivot Charter Schools 403(b) Adoption Agreement 2026-07-01 (Agreement), dated July 1, 2026 from Pivot Charter School North Valley II District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Benefit Resources Inc hold?

Benefit Resources Inc 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 Pivot Charter School North Valley II District currently buying?

Explore Pivot Charter School North Valley II District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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