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FI-R-0085-26

Awarding resolution issued to Creative Planning Holdco, LLC d/b/a Creative Planning, LLC, to provide 457 plan related services, including strategic plan design, and fiduciary services for County employees, for Human Resources, for the period of August 1, 2026 to July 31, 2027, per RFP #23-046-HR. Cost is born by plan participants. (Human Resources)

Finance Resolution Adopted Introduced May 6, 2026

What this record is

Held by
Planning Holdco, LLC
Runs until
no end date published in this record
Type
rfp

Read automatically from the title of the official record. The source document below is authoritative.

Committee
Finance Committee
Introduced
May 6, 2026
On agenda
May 26, 2026
Passed
May 26, 2026

Where it was heard

Finance Committee May 26, 2026 Approved Pass DuPage County Board May 26, 2026 Approved Pass