Empower Proposed as District Retirement Recordkeeper
Bear Valley Water DistrictUtility District · Bear Valley, CA- Disclosed value
- Base recordkeeping fee range 1.00% to 1.16% of plan assets annually (before discounts)
- From agendapacket
- Document date
- Jun 25, 2026
The 30-second brief
Bear Valley Water District staff recommend appointing Empower Retirement as the recordkeeper for its 457(b)/401(a) plans with baseline fees of 1.00% to 1.16% of plan assets. Empower would provide open-architecture investment access and administrative relief for the District.
Empower Retirement holds this financial services contract with Bear Valley Water District. Its other public contracts on record include work for Peninsula Corridor Joint Powers Board and Indian Valley Community Services District.
Term as filed: Ongoing recordkeeping engagement starting FY 2026-27 (1–3 month transition window).
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Contract details
- Contract type
- Financial Services
- Amount
- Base recordkeeping fee range 1.00% to 1.16% of plan assets annually (before discounts)
- Document date
- June 25, 2026
- Term
- Ongoing recordkeeping engagement starting FY 2026-27 (1–3 month transition window)
- Vendor
- Empower Retirement
- Source document
- Bear Valley Water District AgendaPacket Board Meeting 2026-06-25 (AgendaPacket)
Empower Retirement's other public contracts
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Questions about this contract
Who was awarded the financial services contract by Bear Valley Water District?
Empower Retirement was awarded this financial services contract by Bear Valley Water District, as recorded on June 25, 2026. The contract value is Base recordkeeping fee range 1.00% to 1.16% of plan assets annually (before discounts).
How much is the Empower Retirement contract with Bear Valley Water District worth?
The Empower Retirement contract with Bear Valley Water District is valued at Base recordkeeping fee range 1.00% to 1.16% of plan assets annually (before discounts), covering financial services work.
What type of contract is this?
This is a Financial Services contract, documented as a agendapacket record.
Where was this contract approved?
This contract appears in Bear Valley Water District AgendaPacket Board Meeting 2026-06-25 (AgendaPacket), dated June 25, 2026 from Bear Valley Water District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
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What other contracts does Empower Retirement hold?
Empower Retirement may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.
What is Bear Valley Water District currently buying?
Explore Bear Valley Water District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.