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Charles Schwab Considered For Woodbury Pension Custody

Woodbury Town Pension Plan logoWoodbury Town Pension Plan
Disclosed value
$3,750 for custody services
From minutes
Document date
Sep 29, 2026

The 30-second brief

What it covers

Woodbury considered Charles Schwab as a potential pension asset custodian under a USI advisory-services option. The proposal included custody pricing of $3,750 and would require transferring assets from the current custodian.

Who holds it

Charles Schwab holds this financial services contract with Woodbury Town Pension Plan. Its other public contracts on record include work for Green County and Ocean County College.

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Contract details

Contract type
Financial Services
Amount
$3,750 for custody services
Document date
September 29, 2026
Vendor
Charles Schwab
Agency
Woodbury Town Pension Plan
Source document
Town of Woodbury Minutes Special Meeting Minutes 2026-09-29 (Minutes)

Charles Schwab's other public contracts

Green County, WisconsinGreen County Reports Charles Schwab Treasury Investments · Nov 2, 2026Ocean County College, New JerseyCharles Schwab Listed for College Investment Account · Oct 29, 2026UndisclosedTown of Schaumburg, IllinoisTownship Maintains Charles Schwab Investment Accounts · Oct 28, 2026UndisclosedCity of Carpinteria, CaliforniaCharles Schwab Holds City Treasury Investments · Oct 26, 2026City of Carpinteria, CaliforniaCarpinteria Reports Charles Schwab Investments · Oct 23, 2026All Charles Schwab contractsVendor profile

More Woodbury Town Pension Plan contracts

EMPOWEREmpower Misses Woodbury Pension RFP Deadline · Sep 29, 2026UndisclosedPRINCIPALWoodbury Reviews Principal Pension Services Contract · Sep 29, 2026$37.1KMILLIMANWoodbury Board Continues Milliman Pension Actuary Contract · Sep 29, 2026First State TrustFirst State Trust Proposed For Woodbury Pension Custody · Sep 29, 2026Morgan StanleyMorgan Stanley Reviewed As Woodbury Pension RFP Finalist · Sep 29, 2026UndisclosedAll Woodbury Town Pension Plan activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Woodbury Town Pension Plan?

Charles Schwab was awarded this financial services contract by Woodbury Town Pension Plan, as recorded on September 29, 2026. The contract value is $3,750 for custody services.

How much is the Charles Schwab contract with Woodbury Town Pension Plan worth?

The Charles Schwab contract with Woodbury Town Pension Plan is valued at $3,750 for custody services, covering financial services work.

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 Town of Woodbury Minutes Special Meeting Minutes 2026-09-29 (Minutes), dated September 29, 2026 from Woodbury Town Pension Plan. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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What other contracts does Charles Schwab hold?

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

What is Woodbury Town Pension Plan currently buying?

Explore Woodbury Town Pension Plan's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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