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Morningstar Manages Placer County Plan Assets as Fiduciary

Placer Consolidated Fire Protection District
Document date
Jan 27, 2025

The 30-second brief

What it covers

Morningstar serves as the 3(38) fiduciary, managing plan assets and assuming liability, but does not typically attend Committee meetings under the current plan.

Who holds it

MORNINGSTAR holds this investment manager contract with Placer Consolidated Fire Protection District. Its other public contracts on record include work for City of Joliet city and Placer County Air Pollution Control District.

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Contract details

Contract type
Investment Manager
Document date
January 27, 2025
Term
NA
Vendor
MORNINGSTAR
Agency
Placer Consolidated Fire Protection District
Source document
placer-consolidated-fire-protection-district-meeting-minutes-2025-01-27_496.pdf (Meeting Minutes)

MORNINGSTAR's other public contracts

City of Joliet city, IllinoisJoliet Accepts CDBG Subrecipient Agreement With Morningstar · Oct 6, 2026UndisclosedCity of Joliet city, IllinoisJoliet Proposes CDBG Agreement with Morningstar · Oct 5, 2026UndisclosedCity of Joliet city, IllinoisJoliet Considers CDBG Agreement With Morningstar · Oct 4, 2026UndisclosedCity of Joliet city, IllinoisJoliet Considers CDBG Agreement with Morningstar · Oct 4, 2026UndisclosedPlacer County Air Pollution Control District, CaliforniaPlacer County Replaced Morningstar Fiduciary Consultant · Sep 22, 2026UndisclosedAll MORNINGSTAR contractsVendor profile

More Placer Consolidated Fire Protection District contracts

Tsj ConsultingCell tower upgrade planned for Placer County · Aug 14, 2025UndisclosedCv StrategiesCV Strategies gets marketing, communication services contract · Aug 13, 2025UndisclosedSouth Fork ConsultingSouth Fork Consulting LLC contract extension is considered. · Aug 13, 2025$30KMiller Management & ConsultingConsulting group for transition team work approved · Aug 13, 2025UndisclosedHurst Brooks and EspinosaHurst Brooks and Espinosa Awarded Legislative Advocacy Services · Aug 13, 2025UndisclosedAll Placer Consolidated Fire Protection District activityAgency profile

Questions about this contract

Who was awarded the investment manager contract by Placer Consolidated Fire Protection District?

MORNINGSTAR was awarded this investment manager contract by Placer Consolidated Fire Protection District, as recorded on January 27, 2025.

What type of contract is this?

This is a Investment Manager contract, documented as a meeting minutes record.

Where was this contract approved?

This contract appears in placer-consolidated-fire-protection-district-meeting-minutes-2025-01-27_496.pdf (Meeting Minutes), dated January 27, 2025 from Placer Consolidated Fire Protection District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does MORNINGSTAR hold?

MORNINGSTAR may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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What is Placer Consolidated Fire Protection District currently buying?

Explore Placer Consolidated Fire Protection District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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