Documents › Board of Education, 2026-06-11

agreement 1 page

Also attached to this agenda item: 2026-2027 Agreement for Services - U.S. OMNI & TSACG...

Services Agreement Reinstatement Name of Employer: Croton-Harmon UFSD The Services Agreement for the fiscal year July 1, 2025 – June 30, 2026, entered into by your organization and U.S. OMNI & TSACG Compliance Services, Inc. (OMNI/TSA) is hereby reinstated and amended for the fiscal year July 1, 2026 - June 30, 2027, with the fee schedule set forth below. This Services Agreement Reinstatement will be effective on July 1, 2026, unless OMNI/TSA is notified in writing by your organization of non-renewal of the Services Agreement with below fee schedule prior to 7/1/2026. FEE SCHEDULE FOR 2026-2027 YEAR Description No. of Accounts Rate Annual Amount 403(b) Accounts* 164 $ 37.00 $6,068.00 457(b) Accounts 5 $ 37.00 $ 185.00 Total 2026-2027 $6,253.00 *Includes 403(b) ROTH Accounts This is not an Invoice. Please do not remit payment until the actual invoice is provided in July. Please contact the Finance Department at accounting@omni403b.com and Wendy DeNoto wdenoto@omni403b.com with any questions. US Omni & TSACG Compliance Services, Inc Croton-Harmon UFSD ________________________________ ________________________________ Brad Hope, AIF PPC ________________________________ Head of Public Sector Retirement Printed Name, Title Date June 1, 2026 Date NY-186