FINANCIAL_SERVICESAPPROVED

Syosset Central School District Agenda Board of Education Monthly Meeting 2026-07-01

Retirement Compliance Services Contract with US OMNI

$1,500 P3 Administrative Fee; $36 per non-P3 403(b) account; 457(b) includedSyosset Central School DistrictUS OMNI & TSACG COMPLIANCE SERVICES INCJune 30, 2026

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Description

The Board authorized US OMNI & TSACG Compliance Services, Inc. to provide retirement plan auditing and compliance services for SY 2026-2027, including a $1,500 administrative fee and per-account charges. The contract ensures IRS-compliant administration of 403(b) and 457(b) plans.

Contract Details

Contract Amount

$1,500 P3 Administrative Fee; $36 per non-P3 403(b) account; 457(b) included

Vendor

US OMNI & TSACG COMPLIANCE SERVICES INC

Agency

Syosset Central School District, NY

Contract Type

FINANCIAL_SERVICES

Document Date

June 30, 2026

Contract Term

SY 2026-2027

Renewal Date

2027-06-30

Renewal Info

Annual compliance services engagement; future years subject to new Board action.

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Issuing Agency

Syosset Central School District

School

Syosset, NY

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Vendor