FINANCIAL_SERVICESRECOMMENDED

Wilshire Recommended as 3(21) Fiduciary Partner

Wilshire Associates is recommended to serve as the District’s 3(21) co-fiduciary for its retirement plan at an annual fee of 0.02% of assets. The firm would provide institutional-grade fund screening and quarterly monitoring.

Document date · June 25, 2026

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Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Scope & details

The full contract record, as filed.

Contract amount
0.02% of plan assets annually (approximately $100/year on $497,000)
Contract type
FINANCIAL_SERVICES
Contract term
Ongoing 3(21) co-fiduciary engagement starting FY 2026-27
Renewal
Engagement structured as ongoing percentage-of-assets fee; subject to future Board review and potential renewal or replacement.
Document type
AgendaPacket
Source document
Bear Valley Water District AgendaPacket Board Meeting 2026-06-25

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Bear Valley Water District?

Wilshire Associates was awarded this financial services contract by Bear Valley Water District, as recorded on June 25, 2026. The contract value is 0.02% of plan assets annually (approximately $100/year on $497,000).

How much is the Wilshire Associates contract with Bear Valley Water District worth?

The Wilshire Associates contract with Bear Valley Water District is valued at 0.02% of plan assets annually (approximately $100/year on $497,000), 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.

What other contracts does Wilshire Associates hold?

Wilshire Associates 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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What is Bear Valley Water District currently buying?

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