BFSG reviews Huntington Beach pension plan asset allocation
City of Huntington BeachCity · Huntington Beach, CA- Document date
- Mar 20, 2025
The 30-second brief
Benefit Financial Services Group (BFSG) provided a review of the Plan's current asset allocation, utilizing JPMorgan's capital market assumptions to estimate expected returns and volatility.
Benefit Financial Services holds this investment services contract with City of Huntington Beach.
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Contract details
- Contract type
- Investment Services
- Document date
- March 20, 2025
- Term
- NA
- Agency
- City of Huntington Beach
- Source document
- city-of-huntington-beach-meeting-minutes-2025-03-20_d2d.pdf (Meeting Minutes)
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Questions about this contract
Who was awarded the investment services contract by City of Huntington Beach?
Benefit Financial Services was awarded this investment services contract by City of Huntington Beach, as recorded on March 20, 2025.
What type of contract is this?
This is a Investment Services contract, documented as a meeting minutes record.
Where was this contract approved?
This contract appears in city-of-huntington-beach-meeting-minutes-2025-03-20_d2d.pdf (Meeting Minutes), dated March 20, 2025 from City of Huntington Beach. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does Benefit Financial Services hold?
Benefit Financial Services 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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