CONTRACTAPPROVED

City of San Luis Obispo Awards Financial Services Contract to Icma Retirement Corporation Governmental Profit Sharing Plan & Trust Dba Missionsquare (November 2026)

City of San Luis Obispo logoCity of San Luis Obispo
Approved
Nov 6, 2026

The 30-second brief

What it covers

San Luis Obispo approved MissionSquare as the consolidated recordkeeper for its 457(b) and 401(a) retirement plans. The City Manager received authority to execute all documents needed for the transition.

Who holds it

Icma Retirement Corporation Governmental Profit Sharing Plan & Trust Dba Missionsquare holds this financial services contract with City of San Luis Obispo.

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Contract details

Contract type
Financial Services
Document date
November 6, 2026
Vendor
Icma Retirement Corporation Governmental Profit Sharing Plan & Trust Dba Missionsquare
Source document
City of San Luis Obispo AgendaPacket 2026-11-10 (AgendaPacket)

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Questions about this contract

Who was awarded the financial services contract by City of San Luis Obispo?

Icma Retirement Corporation Governmental Profit Sharing Plan & Trust Dba Missionsquare was awarded this financial services contract by City of San Luis Obispo, as recorded on November 6, 2026.

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 City of San Luis Obispo AgendaPacket 2026-11-10 (AgendaPacket), dated November 6, 2026 from City of San Luis Obispo. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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