ADVISORY FEES-Virginia Military Institute Cash Match Plan VMI Tax Deferred Savings Plan Prorated… and 6 more items
State & local contract award Virginia Awarded
- Contract number
- PO05206549-V3
- Awardee
- CAPFINANCIAL PARTNERS LLC
- Contracting organization
- Virginia Military Institute
- Cumulative value
- $38,666
About this award
Virginia Military Institute has awarded contract PO05206549-V3 to CapFinancial Partners LLC for advisory services related to employee retirement and tax-deferred savings plans. The contract, valued at $38,665.76, encompasses advisory fees and CapTrust At Work services for the Virginia Military Institute Cash Match Plan and Tax Deferred Savings Plan. Services are being delivered to Jeffrey L. Lawhorne and David Sigler at Virginia Military Institute in Virginia.
The contract includes multiple line items for advisory fees ($9,750 per service), CapTrust At Work platform services ($1,875 per service), and comprehensive advisory services for deferred compensation plans covering the period from October 2025 through June 2026, valued at $18,013.59. The cumulative contract value reflects invoiced amounts for cash match and tax-deferred savings plan administration, with the award date of July 16, 2026.
Line items
| Item | Total |
|---|---|
| ADVISORY FEES-Virginia Military Institute Cash Match Plan VMI Tax Deferred Savings Plan Prorated for 2025 | $9,750.00 |
| ADVISORY FEES-Virginia Military Institute Cash Match Plan VMI Tax Deferred Savings Plan | $9,750.00 |
| CAPTRUST AT WORK-Virginia Military Institute Cash Match Plan VMI Tax Deferred Savings Plan Prorated for 2025 | $1,875.00 |
| CAPTRUST AT WORK-Virginia Military Institute Cash Match Plan VMI Tax Deferred Savings Plan | $1,875.00 |
| Invoice LT147778 cash match and tax deferred savings plans. | $1,875.00 |
| Add invoices: LT147543 $9750 LT152920 $1875 LT152837 $9750 | $21,375.00 |
| Advisory Services for Deferred Comp Plans October 2025-June 2026 | — |
Award details come from logi.cgieva.com. Updated .
Quick answers
Who was awarded contract PO05206549-V3?
Contract PO05206549-V3 was awarded to CAPFINANCIAL PARTNERS LLC by Virginia Military Institute on July 16, 2026.
How much is contract PO05206549-V3 worth?
Its cumulative value is $38,666.
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