Retirement Plan Advisory Services
Contract Properties
Contract Name: Retirement Plan Advisory Services
Contract Number: 19-304-R
Solicitation Number: R
Start Date: 7/1/2020
Expiration: 6/30/2024
Administrators and Users
Manager: Javier Iturralde
Administrator-Department: Loan Hoang - HRD
Additional Manager-Department: Javier Iturralde - Procurement
Vendors
Name: CapTrust Financial Advisors - Retirement Plan Advisory Services
Contact: Barry Schmitt
Email: BARRY.SCHMITT@CAPTRUSTADVISORS.COM
Phone: +18046724515
Diversity: None
Attached Files
Name: FY22 Renewal
File Name: 19-304-RFY22RENEWALsigned.pdf
Name: Amendment 3
File Name: 19-304-RAmendment3-Signed.pdf
Name: Renewal 2021
File Name: 19-304-RFY21RENEWAL.pdf
Name: Amendment 2
File Name: 19-304-RAmendment2signed.pdf
Name: Amendment 1
File Name: 19-304-RAmendment1signed.pdf
Renewal
# of renewals: 2
Renewal Length In Months: 12 months
Renewal History
Renewal #: 1 End Date: 6/30/2024