CONTRACTONGOING

Fidelity Remains Largest Arizona 529 Plan Provider

Treasurer s Office | State of Arizona logoTreasurer s Office | State of Arizona
Document date
Jan 28, 2025

The 30-second brief

What it covers

Arizona's State Treasurer's Office reported that Fidelity remains an active AZ529 provider. The provider held $1,725,035,489 in plan assets and 84,295 accounts as of December 31, 2024.

Who holds it

Fidelity Az529, Arizona's Education Savings Plan holds this financial services contract with Treasurer s Office | State of Arizona.

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Contract details

Contract type
Financial Services
Document date
January 28, 2025
Vendor
Fidelity Az529, Arizona's Education Savings Plan
Source document
Arizona State Treasurer Report December 2024 (Report)

Fidelity Az529, Arizona's Education Savings Plan's other public contracts

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Questions about this contract

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

Fidelity Az529, Arizona's Education Savings Plan was awarded this financial services contract by Treasurer s Office | State of Arizona, as recorded on January 28, 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 Arizona State Treasurer Report December 2024 (Report), dated January 28, 2025 from Treasurer s Office | State of Arizona. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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