FINANCIAL_SERVICESONGOING

Vestwell Continues as CalABLE Program Manager

CalABLE Plan assets are managed under Vestwell as the current program manager, with investments placed in Vestwell’s offered options beginning August 21, 2023. Vestwell receives an annual program manager fee subject to asset-based breakpoints.

Status
ONGOING
Document date
June 17, 2025
Contract type
FINANCIAL_SERVICES
Vendor
VESTWELL
Agency
State Treasurer s Office - California Achieving a Better Life Experience · CA

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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
Program manager since 2023-08-21
Renewal
The program manager fee schedule includes tiered breakpoints as assets grow; specific contract renewal or end dates are not provided in the report.
Document type
Report
Source document
California ABLE Act Board Report Review of CalABLE Investment Performance and Evaluation for the First Quarter 2025 2025-06-17

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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 June 17, 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 Report Review of CalABLE Investment Performance and Evaluation for the First Quarter 2025 2025-06-17 (Report), dated June 17, 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.

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