CONTRACTONGOING

Capital Cities Assists Arizona AZ529 Provider Review

Document date: May 30, 2024

What it covers

The Arizona State Treasurer’s Office continues to use Capital Cities as its investment consultant for the AZ529 program. Capital Cities assisted with the annual review of contracted plan providers conducted in March 2024.

Who holds it

Capital Cities holds this financial services contract with Treasurer s Office | State of Arizona. Its other public contracts on record include work for West Virginia Office of the State Treasurer | State of West Virginia and Rhode Island Employees Retirement System | State of Rhode Island.

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Contract details

Contract type: Financial Services
Document date: May 30, 2024
Vendor: Capital Cities
Agency: Treasurer s Office | State of Arizona
Source document: Arizona State Treasurer Report April 2024 2024-05-30 (Report)

Capital Cities's other public contracts

West Virginia Office of the State Treasurer | State of West Virginia, West VirginiaQuarterly Investment Report from Capital Cities Reviewed · Sep 2, 2026Undisclosed West Virginia Office of the State Treasurer | State of West Virginia, West VirginiaInvestment Policy Recommendations from Capital Cities Considered · Sep 2, 2026Undisclosed Rhode Island Employees Retirement System | State of Rhode Island, Rhode IslandCapital Cities Continues Retirement Plan Consulting Role · Aug 12, 2026Undisclosed West Virginia Office of the State Treasurer | State of West Virginia, West VirginiaCapital Cities Continues SMART529 Investment Consulting Services · Jun 3, 2026Undisclosed Porter County, IndianaPayment Approved for Capital Cities Advisory Services · May 26, 2026 All Capital Cities contractsVendor profile

More Treasurer s Office | State of Arizona contracts

FIDELITYFidelity Leads Arizona AZ529 Education Savings Plan · Aug 1, 2026Undisclosed Goldman SachsGoldman Sachs Provides Advisor-Sold AZ529 Plan · Aug 1, 2026Undisclosed Fidelity Az529, Arizona's Education Savings PlanFidelity Remains Largest Arizona 529 Plan Provider · Jul 31, 2026Undisclosed Capital Cities LLCCapital Cities Identified for AZ529 Investment Advisory Work · Jul 31, 2026Undisclosed College Savings BankCollege Savings Bank Listed as Closed AZ529 Provider · Jul 31, 2026Undisclosed All Treasurer s Office | State of Arizona activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Treasurer s Office | State of Arizona?

Capital Cities was awarded this financial services contract by Treasurer s Office | State of Arizona, as recorded on May 30, 2024.

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 Arizona State Treasurer Report April 2024 2024-05-30 (Report), dated May 30, 2024 from Treasurer s Office | State of Arizona. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Capital Cities hold?

Capital Cities 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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