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BFSG Provides Quarterly Retirement Plan Investment Review

City of Huntington Beach logoCity of Huntington Beach
Document date
May 18, 2026

The 30-second brief

What it covers

The City of Huntington Beach Supplemental Retirement Plan & Trust Board received a quarterly Retirement Plan investment review from BFSG, reflecting ongoing investment advisory services for the plan. The engagement supports oversight of plan investments and fiduciary monitoring responsibilities.

Who holds it

BFSG holds this financial services contract with City of Huntington Beach. Its other public contracts on record include work for Moraga-Orinda Fire Protection District.

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Contract details

Contract type
Financial Services
Document date
May 18, 2026
Vendor
BFSG
Agency
City of Huntington Beach
Source document
City of Huntington Beach Supplemental Retirement Plan & Trust Board Agenda 2026-05-18 (Agenda)

BFSG's other public contracts

Moraga-Orinda Fire Protection District, CaliforniaDistrict Reviews BFSG Investment Advisory Services · Oct 20, 2026UndisclosedCity of Huntington Beach, CaliforniaBoard Schedules BFSG Retirement Portfolio Review · Sep 22, 2026UndisclosedCity of Huntington Beach, CaliforniaBFSG Portfolio Review Scheduled for Retirement Board · Sep 22, 2026UndisclosedMoraga-Orinda Fire Protection District, CaliforniaBFSG Analysis Supports District Discount Rates · Aug 19, 2026UndisclosedMoraga-Orinda Fire Protection District, CaliforniaBFSG Analysis Guides District Pension Assumptions · Aug 19, 2026UndisclosedAll BFSG contractsVendor profile

More City of Huntington Beach contracts

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Questions about this contract

Who was awarded the financial services contract by City of Huntington Beach?

BFSG was awarded this financial services contract by City of Huntington Beach, as recorded on May 18, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in City of Huntington Beach Supplemental Retirement Plan & Trust Board Agenda 2026-05-18 (Agenda), dated May 18, 2026 from City of Huntington Beach. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does BFSG hold?

BFSG 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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