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Contract with Keenan Financial to Administer Retirement Program

ACE Esperanza Middle District
Document date
Mar 4, 2025

The 30-second brief

What it covers

Contract with Keenan Financial Services as a contract administrator to provide all services described in the contract for the Supplemental Employee Retirement Program (SERP). Program aims to provide retirement incentives to eligible employees, with retirement incentive being based on employee's salary.

Who holds it

Keenan Financial holds this service contract with ACE Esperanza Middle District. Its other public contracts on record include work for Mission View Public District and Franklin-McKinley Elementary.

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Contract details

Contract type
Service
Document date
March 4, 2025
Term
NA
Vendor
Keenan Financial
Agency
ACE Esperanza Middle District
Source document
franklin-mckinley-school-district-fmsd-agenda-2025-03-04_f53.txt (Agenda)

Keenan Financial's other public contracts

Mission View Public District, CaliforniaKeenan Financial to Administer Retirement Plan · Aug 11, 2025UndisclosedMission View Public District, CaliforniaKeenan Financial Services to Administer School District SERP · Aug 11, 2025UndisclosedMission View Public District, CaliforniaKeenan Financial Services Administers Mountain View School Retirement Plan · Jul 14, 2025UndisclosedACE Esperanza Middle District, CaliforniaKeenan Financial to administer district's SERP · Mar 4, 2025UndisclosedFranklin-McKinley Elementary, Californiafranklin-mckinley-elementary-agenda-2025-03-04_cf0.txt · Mar 4, 2025UndisclosedAll Keenan Financial contractsVendor profile

More ACE Esperanza Middle District contracts

Charter ImpactCharter Impact to Present Interim Financial Reports · Jun 26, 2026UndisclosedCLABoard to Review CLA Audit Services Proposal · Jun 26, 2026UndisclosedCLAAudit Committee Approves CLA Contract for Next Year · Jun 26, 2026UndisclosedSanta Clara County Office of EducationSCCOE to Provide CalSTRS Reporting Services to Charter · Jun 16, 2026Santa Clara County Office of EducationCalSTRS Reporting Service MOU Approved with SCCOE · Jun 16, 2026All ACE Esperanza Middle District activityAgency profile

Questions about this contract

Who was awarded the service contract by ACE Esperanza Middle District?

Keenan Financial was awarded this service contract by ACE Esperanza Middle District, as recorded on March 4, 2025.

What type of contract is this?

This is a Service contract, documented as a agenda record.

Where was this contract approved?

This contract appears in franklin-mckinley-school-district-fmsd-agenda-2025-03-04_f53.txt (Agenda), dated March 4, 2025 from ACE Esperanza Middle District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Keenan Financial hold?

Keenan Financial 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 ACE Esperanza Middle District currently buying?

Explore ACE Esperanza Middle District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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