FIRM FIXED PRICENO SET ASIDE USED.

CHARLES SCHWAB & CO., INC - HQ - 2022-NOV-08 - THIS REQUISITION IS FOR THE 401(K) CONTRACT RECOMPETE. THE CONTRACT ENDS 12/31/2023. THIS WILL BE A 2-YEAR BASE PERIOD WITH 4, 2-YEAR OPTION PERIODS. JUSTIFICATION OF THE SERVICE

PIID: 2031JW24C00003Solicitation ID: 2031JW23Q00029

Signed Date: Nov 13, 2025Effective Date: Jan 1, 2024End Date: Closes in 573 days

Award $

$110K

Vendor

CHARLES SCHWAB & CO., INC

NAICS

523150

Signed Date

Nov 13, 2025

Key Details

Dollars Obligated

$110,400

Base & All Options

Awarding Agency

Department of the Treasury

Awarding Sub-Agency

Office of the Comptroller of the Currency

NAICS Code

523150 - INVESTMENT BANKING AND SECURITIES INTERMEDIATION

Product Service Code

R710 - SUPPORT- MANAGEMENT: FINANCIAL

Extent Competed

COMPETED UNDER SAP

Number of Offers

Place of Performance

SAN FRANCISCO, CA, 941051905, CD-CA-11

Description

HQ - 2022-NOV-08 - THIS REQUISITION IS FOR THE 401(K) CONTRACT RECOMPETE. THE CONTRACT ENDS 12/31/2023. THIS WILL BE A 2-YEAR BASE PERIOD WITH 4, 2-YEAR OPTION PERIODS. JUSTIFICATION OF THE SERVICE

Context & Analysis

On Nov 13, 2025, Department of the Treasury obligated $110,400 to CHARLES SCHWAB & CO., INC for hq - 2022-nov-08 - this requisition is for the 401(k) contract recompete. the contract ends 12/31/2023. this will be a 2-year base period with 4, 2-year option periods. justification of the service. The award is classified under NAICS 523150 — INVESTMENT BANKING AND SECURITIES INTERMEDIATION and issued as a firm fixed price contract. Competition extent: competed under sap with 1 offer received. The procurement used a NO SET ASIDE USED. set-aside. Performance is located in SAN FRANCISCO, CA. The contract is scheduled through Dec 31, 2027.