Civic IQ
FINANCIAL_SERVICESAPPROVED

Jefferson County Commission Meeting Minutes April 23 2026

County hires advisor for 457 deferred compensation plan

Asset-based advisory fee equal to 0.10% of plan assets annuallyEastern Valley Fire DistrictCAPFINANCIAL PARTNERS LLCApril 23, 2026

Trusted by teams at

Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

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.

Bring us your territory.
We'll show you what is forming.

See live SLED buying signals, source docs, decision-makers, contract context, and the next step into your CRM or pipeline.

Try Civic IQ for free