County hires advisor for 457 deferred compensation plan
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Description
Jefferson County approved a 36‑month agreement with CapFinancial Partners, LLC to provide fiduciary investment advisory services for its 457 Deferred Compensation Plan, compensated at 0.10% of plan assets annually. The contract includes governance support and performance monitoring for the County’s retirement program.
Contract Details
Contract Amount
Asset-based advisory fee equal to 0.10% of plan assets annually
Vendor
CAPFINANCIAL PARTNERS LLC
Agency
Eastern Valley Fire District, AL
Contract Type
FINANCIAL_SERVICES
Document Date
April 23, 2026
Contract Term
36 months from date of Commission approval (April 23, 2026 – April 22, 2029)
Renewal Date
2029-04-22
Renewal Info
Initial term of 36 months from April 23, 2026; no renewal terms stated in the minutes.
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More from Eastern Valley Fire District
Jefferson County Commission Meeting Minutes April 23 2026
Jefferson County Commission Meeting Minutes April 23 2026
Jefferson County Commission Meeting Minutes April 23 2026
Jefferson County Commission Meeting Minutes April 23 2026
Jefferson County Commission Meeting Minutes April 23 2026
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