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SageView Advisory Group To Advise City Retirement Plans

City of Goleta logoCity of Goleta
Disclosed value
Not to exceed annually of 0.25% of Plan assets
From agenda
Document date
May 5, 2026

The 30-second brief

What it covers

Goleta City Council will consider authorizing a professional services agreement with SageView Advisory Group, LLC to provide ongoing fiduciary investment advisory services for the City’s 457(b) and 401(a) retirement plans. Compensation would be capped at 0.25% of plan assets annually under a 3(21) co-fiduciary model.

Who holds it

Sageview Advisory Group LLC holds this professional services contract with City of Goleta. Its other public contracts on record include work for San Diego Co Water Authority and Clay County Utility Authority.

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Contract details

Contract type
Professional Services
Amount
Not to exceed annually of 0.25% of Plan assets
Document date
May 5, 2026
Vendor
Sageview Advisory Group LLC
Agency
City of Goleta
Source document
City of Goleta City Council Meeting Agenda May 5, 2026 (Agenda)

Sageview Advisory Group LLC's other public contracts

San Diego Co Water Authority, CaliforniaWater Authority Recommends SageView Contract Amendment · Oct 19, 2026San Diego Co Water Authority, CaliforniaWater Authority Considers SageView Investment Consulting Extension · Oct 19, 2026San Diego Co Water Authority, CaliforniaBoard Considers SageView Investment Consulting Extension · Oct 19, 2026City of Goleta, CaliforniaSageView Advisory Approved for Goleta Fiduciary Services · May 5, 2026Clay County Utility Authority, FloridaSageView Retirement Fiduciary Services Agreement Continues · Oct 21, 2025UndisclosedAll Sageview Advisory Group LLC contractsVendor profile

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Questions about this contract

Who was awarded the professional services contract by City of Goleta?

Sageview Advisory Group LLC was awarded this professional services contract by City of Goleta, as recorded on May 5, 2026. The contract value is Not to exceed annually of 0.25% of Plan assets.

How much is the Sageview Advisory Group LLC contract with City of Goleta worth?

The Sageview Advisory Group LLC contract with City of Goleta is valued at Not to exceed annually of 0.25% of Plan assets, covering professional services work.

What type of contract is this?

This is a Professional Services contract, documented as a agenda record, structured as a not-to-exceed (ceiling) agreement.

Where was this contract approved?

This contract appears in City of Goleta City Council Meeting Agenda May 5, 2026 (Agenda), dated May 5, 2026 from City of Goleta. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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What other contracts does Sageview Advisory Group LLC hold?

Sageview Advisory Group 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.

What is City of Goleta currently buying?

Explore City of Goleta's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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