FINANCIAL_SERVICESAPPROVED

Bear Valley Water District Awards Financial Services Contract to Wilshire Associates (September 2026)

Wilshire Associates was approved to provide 3(21) co-fiduciary services for the District's retirement plan. The approved fee is a fixed rate of 0.02%.

Document date · September 2, 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
fixed rate of 0.02%
Contract type
FINANCIAL_SERVICES
Renewal
New co-fiduciary services engagement approved.
Document type
AgendaPacket
Source document
Bear Valley Water District AgendaPacket Board Meeting 2026-09-02

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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 September 2, 2026. The contract value is fixed rate of 0.02%.

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 fixed rate of 0.02%, 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 2026-09-02 (AgendaPacket), dated September 2, 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.

View Wilshire Associates's 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.

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