$39,492
MISCELLANEOUS FOREIGN AWARDEES
Department of State
- PIID
- 19TD5525P0018
- PSC
- R431 - SUPPORT- PROFESSIONAL: HUMAN RESOURCES
Federal NAICS Codes
NAICS 525920
Trusts, Estates, and Agency Accounts
Explore obligations, trends, recent awards, and incumbent contractors for NAICS 525920.
NAICS 525920 federal market metrics
- Total obligations
- $4.4M
- Total awards
- 12 awards
- Active obligations
- $0
- Size standard
- $40,000,000 receipts
What this NAICS covers
NAICS 525920 covers firms that administer trusts, estates, and agency accounts by managing fiduciary assets, executing disbursements, maintaining fiduciary accounting records, and carrying out duties required under trust or estate instruments.
Federal opportunities under 525920 typically involve acting as fiduciary or trustee for settlement or estate funds, preparing periodic accounting and tax-facing asset inventories, disbursing beneficiary payments per instrument terms, and settling creditor claims against the estate or trust.
FY2025 snapshot
- Obligations
- $39.5K
- Awards
- 1
- Average award
- $39.5K
Federal obligation trend
FY2025
$39.5K · 1 award
Recent awards
FAQ
What work fits NAICS 525920?
- Act as trustee or fiduciary for settlement, estate, or agency-held funds, holding assets in segregated fiduciary accounts and executing authorized disbursements.
- Prepare periodic fiduciary accounting statements, maintain ledgers of receipts and disbursements, and produce asset inventories suitable for tax reporting.
- Manage liquidation or transfer of estate assets per instrument terms, including sale settlements and distribution of proceeds to beneficiaries.
- Receive and process creditor claims against an estate or trust, apply instrument provisions, and perform required claimant notifications and settlements.
When is NAICS 525920 a weak fit?
- Investment advisory firms that only provide portfolio management without fiduciary accounting, beneficiary disbursement, or trust-administration duties are outside this code.
- Escrow agents who only hold transactional funds temporarily and disburse per closing instructions are not covered because they do not perform ongoing fiduciary estate administration.
- Legal counsel providing probate or litigation representation without serving as fiduciary or trustee are outside this scope because they do not administer assets or make disbursements.
What solicitation language points to NAICS 525920?
- Deliverables requiring monthly or quarterly fiduciary account statements, reconciliations, and audit-ready accounting records tied to specific trust or estate instruments.
- Contract terms that require holding funds in segregated fiduciary accounts, specified disbursement procedures, and controls for beneficiary payments.
- Performance requirements for timely claimant resolution, creditor claim processing, and documented settlement actions consistent with instrument terms.
Put this market knowledge to work
Now that you know about NAICS 525920 - Trusts, Estates, and Agency Accounts, let Sweetspot help you find and win relevant government contracts with AI-powered tools.