CONTRACTONGOING

District Shifts To Envestnet Investment Pool

Oceanside Water District logoOceanside Water District
Document date
Mar 17, 2026

The 30-second brief

What it covers

As part of its retirement investment restructuring, Oceanside Water District is shifting to an Envestnet investment pool from Iron Fiduciary. The pooled platform transition is expected to be completed by March 28.

Who holds it

ENVESTNET holds this financial services contract with Oceanside Water District. Its other public contracts on record include work for Lenawee County and Central Minnesota Workforce Investment Joint Powers Board.

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Contract details

Contract type
Financial Services
Document date
March 17, 2026
Vendor
ENVESTNET
Source document
Oceanside Water District Board Meeting Minutes March 2026 (Minutes)

ENVESTNET's other public contracts

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Questions about this contract

Who was awarded the financial services contract by Oceanside Water District?

ENVESTNET was awarded this financial services contract by Oceanside Water District, as recorded on March 17, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Oceanside Water District Board Meeting Minutes March 2026 (Minutes), dated March 17, 2026 from Oceanside Water District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does ENVESTNET hold?

ENVESTNET 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 Oceanside Water District currently buying?

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

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