Civic IQ
CONTRACTONGOING
Get alerts

Morningstar manages investments as 3(38) fiduciary

PLACER county HOUSING AUTHORITY
Document date
Jan 27, 2025

The 30-second brief

What it covers

Morningstar is delegated as a 3(38) fiduciary, acting as an investment manager with discretion over plan assets and assuming certain liability. They do not typically attend Committee meetings under the current plan.

Who holds it

MORNINGSTAR holds this service contract with PLACER county HOUSING AUTHORITY. Its other public contracts on record include work for City of Joliet city and Placer County Air Pollution Control District.

See every contract and contact at PLACER county HOUSING AUTHORITY.

See every contract

Free account · 30-second setup · No credit card

Contract details

Contract type
Service
Document date
January 27, 2025
Term
NA
Vendor
MORNINGSTAR
Agency
PLACER county HOUSING AUTHORITY
Source document
placer-county-housing-authoritymeeting-minutes2025-01-27_558.pdf (Meeting Minutes)

MORNINGSTAR's other public contracts

City of Joliet city, IllinoisJoliet Accepts CDBG Subrecipient Agreement With Morningstar · Oct 6, 2026UndisclosedCity of Joliet city, IllinoisJoliet Proposes CDBG Agreement with Morningstar · Oct 5, 2026UndisclosedCity of Joliet city, IllinoisJoliet Considers CDBG Agreement With Morningstar · Oct 4, 2026UndisclosedCity of Joliet city, IllinoisJoliet Considers CDBG Agreement with Morningstar · Oct 4, 2026UndisclosedPlacer County Air Pollution Control District, CaliforniaPlacer County Replaced Morningstar Fiduciary Consultant · Sep 22, 2026UndisclosedAll MORNINGSTAR contractsVendor profile

More PLACER county HOUSING AUTHORITY contracts

SONITROLSonitrol contract for server storage upgrade approved · Dec 8, 2025$15KCalifornia Department of ConservationDOC awards $400K grant for biomass energy project · Dec 8, 2025$400KBlue Forest ConservationBlue Forest Conservation awarded $360K consulting contract · Dec 8, 2025$360KLaw GroupResources Law Group awarded $250K legal services contract · Nov 20, 2025$250KBrian J Coulson & Beth N CoulsonLucky 11 Ranch property acquisition approved for $700K · Nov 20, 2025$700KAll PLACER county HOUSING AUTHORITY activityAgency profile

Questions about this contract

Who was awarded the service contract by PLACER county HOUSING AUTHORITY?

MORNINGSTAR was awarded this service contract by PLACER county HOUSING AUTHORITY, as recorded on January 27, 2025.

What type of contract is this?

This is a Service contract, documented as a meeting minutes record.

Where was this contract approved?

This contract appears in placer-county-housing-authoritymeeting-minutes2025-01-27_558.pdf (Meeting Minutes), dated January 27, 2025 from PLACER county HOUSING AUTHORITY. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does MORNINGSTAR hold?

MORNINGSTAR may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

Show 1 more question

What is PLACER county HOUSING AUTHORITY currently buying?

Explore PLACER county HOUSING AUTHORITY's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

Work in government? Get Civic IQ free →
More PLACER county HOUSING AUTHORITY contracts →Browse all agencies in California →