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EFS Advisors Selected for 403(b) Management

Kenyon-Wanamingo School District
Document date
Aug 28, 2025

The 30-second brief

What it covers

EFS Advisors manages a Target Date Fund (TDF) as the default investment for new employees in a voluntary 403(b) plan, starting July 1, 2025, ensuring fiduciary responsibility and allowing employees to opt-out within 90 days.

Who holds it

Efs Advisors holds this investment management contract with Kenyon-Wanamingo School District. Its other public contracts on record include work for Southern Minnesota Education Consortium and Niagara School District.

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Contract details

Contract type
Investment Management
Document date
August 28, 2025
Term
NA
Vendor
Efs Advisors
Agency
Kenyon-Wanamingo School District
Source document
goodhue_county_education_district_board_meeting_mi.pdf (Minutes)

Efs Advisors's other public contracts

Southern Minnesota Education Consortium, MinnesotaConsortium Offers TSAs Through EFS Advisors · May 27, 2026UndisclosedNiagara School District, WisconsinEFS Advisors Added to Approved 403(b) Vendor List · Apr 15, 2026UndisclosedNiagara School District, WisconsinEFS Advisors Added to District 403(b) Vendor List · Apr 15, 2026UndisclosedRTR Public Schools, MinnesotaEFS Advisors Selected as Qualified 403b Vendor · Jan 7, 2026UndisclosedRTR Public Schools, Minnesota403b Vendor Approved for 2026 · Jan 7, 2026UndisclosedAll Efs Advisors contractsVendor profile

More Kenyon-Wanamingo School District contracts

Minnesota Coaches Inc Dba Faribault Transportation ServiceKenyon-Wanamingo Signs Long-Term Pupil Transportation Agreement · Sep 8, 2026College BoardKenyon-Wanamingo Offers College Board Programs · Aug 24, 2026UndisclosedGoodhue County Education DistrictGoodhue County District Provides School Nursing Services · Aug 24, 2026UndisclosedEDGENUITYKenyon-Wanamingo Uses Edgenuity Online Courses · Aug 24, 2026UndisclosedGoodhue County Education DistrictDistrict Registers Online Courses Through Goodhue County · Aug 24, 2026UndisclosedAll Kenyon-Wanamingo School District activityAgency profile

Questions about this contract

Who was awarded the investment management contract by Kenyon-Wanamingo School District?

Efs Advisors was awarded this investment management contract by Kenyon-Wanamingo School District, as recorded on August 28, 2025.

What type of contract is this?

This is a Investment Management contract, documented as a minutes record.

Where was this contract approved?

This contract appears in goodhue_county_education_district_board_meeting_mi.pdf (Minutes), dated August 28, 2025 from Kenyon-Wanamingo School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Efs Advisors hold?

Efs Advisors 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 Kenyon-Wanamingo School District currently buying?

Explore Kenyon-Wanamingo School District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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