District Considers BFSG as Investment Adviser for 115 Trust
Moraga-Orinda Fire Protection DistrictFire District · Orinda, CA- Document date
- Aug 20, 2025
The 30-second brief
The District will consider adopting Resolution 25-18 to approve a Retirement Plan Services Agreement with BFSG, LLC. Under the agreement BFSG, LLC would provide investment services for the Section 115 Trust plans and serve as the District’s Registered Investment Adviser for those assets.
Bfsg LLC holds this financial services contract with Moraga-Orinda Fire Protection District.
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Contract details
- Contract type
- Financial Services
- Document date
- August 20, 2025
- Vendor
- Bfsg LLC
- Source document
- moraga_orinda_fire_district_board_meeting_agenda.pdf (Agenda)
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Questions about this contract
Who was awarded the financial services contract by Moraga-Orinda Fire Protection District?
Bfsg LLC was awarded this financial services contract by Moraga-Orinda Fire Protection District, as recorded on August 20, 2025.
What type of contract is this?
This is a Financial Services contract, documented as a agenda record.
Where was this contract approved?
This contract appears in moraga_orinda_fire_district_board_meeting_agenda.pdf (Agenda), dated August 20, 2025 from Moraga-Orinda Fire Protection District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does Bfsg LLC hold?
Bfsg LLC 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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