AWARD NOTICE – OCC and OTS 401(k) Plans Administration and Recordkeeping Services

Award Notice Posted

Solicitation number
2031JW24C00003
Agency
Awarded
to Charles Schwab & Co., Inc.
Set-aside
No set-aside

Opportunity facts

Contract number
2031JW24C00003 Federal contract award
Place of performance
United States

Notice details come from SAM.gov. Updated .

About this opportunity

Written by GovTribe AI ·

Charles Schwab & Co. Inc. has been awarded a ten-year contract by the Department of the Treasury Office of the Comptroller of the Currency to provide 401(k) Plans Administration and Recordkeeping Services for the OCC and OTS 401(k) Plans. The contract value is $4,950,960 for a period of performance from January 1, 2024 through December 31, 2033, should all options be exercised. Anethra Facione is the Contracting Officer and Darryle Brown is the Contracting Officer's Representative for this contract awarded on November 20, 2023.

Notice text

Charles Schwab & Co. Inc. is hereby awarded contract number 2031JW24C00003 for OCC and OTS 401(k) Plans in response to solicitation number 2031JW23Q00029. 

Contract Value - $4,950,960.00

Contract Duration (PoP) - January 1, 2024 - December 31, 2033 (10-year contract; should all options be exercised)

Contracting Officer - Anethra Facione (Anethra.Facione@occ.treas.gov)

Contracting Officer's Representative - Darryle Brown (Darryle.Brown@occ.treas.gov)

Awarded contract 2031JW24C00003 to CHARLES SCHWAB & CO., INC for 4950960.00 on 2023-11-20.

Notice history

Notice Type Posted
This notice Award Award Notice
Solicitation of Proposed Contract Action – 401(k) Administration and Recordkeeping Services Latest solicitation Solicitation
Synopsis of Proposed Contract Action – 401(k) Administration and Recordkeeping Services Original Pre-Solicitation

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