WestCorp Proposal for District Retirement Advisory Services

Bear Valley Water District is considering WestCorp Financial Services Inc. to provide 3(21) co-fiduciary investment advisory services for its 401(a) and 457(b) plans at an estimated 0.15–0.17% of assets annually. WestCorp would assist with fund lineup design, compliance documentation, and transition from Mission Square to an open-architecture recordkeeper.

Scope & details

The full contract record, as filed.

Contract amount

0.15%–0.17% of plan assets annually (modeled advisory fee); estimated $740.24–$838.94 per year at $493,492 assets

Contract type

FINANCIAL_SERVICES

Renewal

Advisory relationship would be ongoing and billed annually, but specific term length and renewal provisions have not yet been finalized.

Document type

AgendaPacket

Source document

Bear Valley Water District Agenda Packet 2026-06-25

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Bear Valley Water District AgendaPacket Board Meeting 2026-06-25

Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Bear Valley Water District?

Westcorp Financial Services Inc was awarded this financial services contract by Bear Valley Water District, as recorded on June 25, 2026. The contract value is 0.15%–0.17% of plan assets annually (modeled advisory fee); estimated $740.24–$838.94 per year at $493,492 assets.

How much is the Westcorp Financial Services Inc contract with Bear Valley Water District worth?

The Westcorp Financial Services Inc contract with Bear Valley Water District is valued at 0.15%–0.17% of plan assets annually (modeled advisory fee); estimated $740.24–$838.94 per year at $493,492 assets, covering financial services work.

What type of contract is this?

This is a Financial Services contract, documented as a agendapacket record.

Where was this contract approved?

This contract appears in Bear Valley Water District Agenda Packet 2026-06-25 (AgendaPacket), dated June 25, 2026 from Bear Valley Water District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Westcorp Financial Services Inc hold?

Westcorp Financial Services Inc 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 Bear Valley Water District currently buying?

Explore Bear Valley Water District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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