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Moraga-Orinda Fire Protection District Awards Financial Services Contract to Bfsg LLC (October 2025)

Moraga-Orinda Fire Protection District
Approved
Oct 15, 2025

The 30-second brief

What it covers

The Board adopted Resolution 25-18 to engage BFSG, LLC as investment advisor for the District’s Section 115 Trust plans with Public Agency Retirement Services. The new Retirement Plan Services Agreement transitions advisory services to BFSG and is anticipated to lower annual fees while preserving the existing investment policy framework.

Who holds it

Bfsg LLC holds this financial services contract with Moraga-Orinda Fire Protection District.

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Contract details

Contract type
Financial Services
Document date
October 15, 2025
Vendor
Bfsg LLC
Agency
Moraga-Orinda Fire Protection District
Source document
moraga_orinda_fire_district_board_meeting_minutes.pdf (Minutes)

Bfsg LLC's other public contracts

Moraga-Orinda Fire Protection District, CaliforniaDistrict Proposes Assignment of BFSG Retirement Agreement · Oct 20, 2026UndisclosedMoraga-Orinda Fire Protection District, CaliforniaDistrict Considers Assignment of BFSG Retirement Agreement · Oct 20, 2026UndisclosedMoraga-Orinda Fire Protection District, CaliforniaBoard Reviews BFSG Investment Services and Trusts · Oct 20, 2026UndisclosedMoraga-Orinda Fire Protection District, CaliforniaDistrict Approves Retirement Services Contract With BFSG · Sep 17, 2025UndisclosedMoraga-Orinda Fire Protection District, CaliforniaDistrict Considers BFSG as Investment Adviser for 115 Trust · Aug 20, 2025UndisclosedAll Bfsg LLC contractsVendor profile

More Moraga-Orinda Fire Protection District contracts

BMEBME Type III Fire Engine Change Order Approved · Oct 20, 2026Bfsg LLCDistrict Considers Assignment of BFSG Retirement Agreement · Oct 20, 2026UndisclosedFocus Partners Wealth LLCFocus Partners Wealth Set For Retirement Services Assignment · Oct 20, 2026UndisclosedBfsg LLCDistrict Proposes Assignment of BFSG Retirement Agreement · Oct 20, 2026UndisclosedBFSGDistrict Reviews BFSG Investment Advisory Services · Oct 20, 2026UndisclosedAll Moraga-Orinda Fire Protection District activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Moraga-Orinda Fire Protection District?

Bfsg LLC was awarded this financial services contract by Moraga-Orinda Fire Protection District, as recorded on October 15, 2025.

What type of contract is this?

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

Where was this contract approved?

This contract appears in moraga_orinda_fire_district_board_meeting_minutes.pdf (Minutes), dated October 15, 2025 from Moraga-Orinda Fire Protection District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Bfsg LLC hold?

Bfsg LLC 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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Explore Moraga-Orinda Fire Protection District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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