FINANCIAL_SERVICESONGOING

Vestwell Continues as CalABLE Program Manager

CalABLE Plan assets continue to be managed under Vestwell as the current program manager, following the transfer and program inception on August 21, 2023. Vestwell provides investment options and program management services subject to an asset-based fee schedule.

Status
ONGOING
Document date
March 18, 2025
Contract type
FINANCIAL_SERVICES
Vendor
VESTWELL
Agency
State Treasurer s Office - California Achieving a Better Life Experience · CA

Trusted by teams at

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
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
Since August 21, 2023
Document type
Report
Source document
California ABLE Act Board CalABLE Investment Performance and Evaluation Report 2025-03-18

Related contracts

Other contracts from VESTWELL.

View all →

Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by State Treasurer s Office - California Achieving a Better Life Experience?

VESTWELL was awarded this financial services contract by State Treasurer s Office - California Achieving a Better Life Experience, as recorded on March 18, 2025.

What type of contract is this?

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

Where was this contract approved?

This contract appears in California ABLE Act Board CalABLE Investment Performance and Evaluation Report 2025-03-18 (Report), dated March 18, 2025 from State Treasurer s Office - California Achieving a Better Life Experience. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does VESTWELL hold?

VESTWELL may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

View VESTWELL's profile

What is State Treasurer s Office - California Achieving a Better Life Experience currently buying?

Explore State Treasurer s Office - California Achieving a Better Life Experience's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

View State Treasurer s Office - California Achieving a Better Life Experience's profile

Bring us your territory.
We'll show you what is forming.

B2G and SLED sales intelligence. Surface government procurement signals from 80,000+ state, local, and education agencies months before the RFP.

Try Civic IQ for free