Town of Concord Awards Financial Services Contract to Equitable Advisors Llc (May 2025)

The Concord Township Board of Trustees approved Resolution 2025-09 to offer an additional deferred compensation plan for township officers and employees through Equitable Advisors, LLC. The action authorizes the township to use Equitable Advisors as a provider of retirement-related financial services for staff.

Document date · May 21, 2025

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Document type

Minutes

Source document

concord-township-board-of-trustees-meeting-minutes-may-21-2025_017.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 Town of Concord?

Equitable Advisors Llc was awarded this financial services contract by Town of Concord, as recorded on May 21, 2025.

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 concord-township-board-of-trustees-meeting-minutes-may-21-2025_017.pdf (Minutes), dated May 21, 2025 from Town of Concord. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Equitable Advisors Llc hold?

Equitable Advisors Llc 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 Equitable Advisors Llc's profile

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