Award

Forsyth County MR0000000000000041276001

DEFINED CONTRIBUTION PLAN INVESTMENT ADVISORY SVC

Recipient

CAPTRUST FINANCIAL ADVISORS

Award Amount

$11,716.00

Ceiling

$11,716.00

Awarded

June 30, 2025

Identifier

MR0000000000000041276001

Forsyth County, a county government in North Carolina, awarded a single-transaction contract for defined contribution plan investment advisory services to Captrust Financial Advisors. The contract, valued at $11,716.00, was awarded on June 30, 2025, and involves financial services with a focus on investment advisory. The purchase was made from Captrust Financial Advisors, located at 4208 Six Forks Rd Ste 1700, Raleigh, NC 27609. The award is a straightforward procurement for financial advisory services, with no indication of a multi-year or blanket arrangement. The procurement was conducted under a contract acquisition category, and the award is relevant to the county's financial management needs.

Description

DEFINED CONTRIBUTION PLAN INVESTMENT ADVISORY SVC