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District Uses Morgan Stanley for 457 Plan Audit

Valley Sanitary District
Document date
Jan 3, 2023

The 30-second brief

What it covers

Valley Sanitary District continues to work with Morgan Stanley Smith Barney LLC to audit and evaluate its employee 457 retirement plans. The firm provided comparative analysis and recommendations to better align plan options with the District’s investment policy and retiree objectives.

Who holds it

Morgan Stanley Smith Barney LLC holds this financial services contract with Valley Sanitary District. Its other public contracts on record include work for City of Palmetto and Bay Area Hospital.

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Contract details

Contract type
Financial Services
Document date
January 3, 2023
Vendor
Morgan Stanley Smith Barney LLC
Agency
Valley Sanitary District
Source document
Valley Sanitary District Budget & Finance Committee Meeting Agenda January 2023 (Agenda)

Morgan Stanley Smith Barney LLC's other public contracts

City of Palmetto, FloridaBoard Reviews Morgan Stanley Search Materials · Sep 11, 2026UndisclosedBay Area Hospital, OregonBoard Confirms Morgan Stanley Account Signers · Aug 18, 2026UndisclosedBay Area Hospital, OregonDistrict confirms authorized signers for Morgan Stanley accounts · Aug 17, 2026UndisclosedCity of Scio, OregonScio Issues Additional Investment Payment To Morgan Stanley Smith Barney · Aug 10, 2026$400City of Scio, OregonCity Funds Employee Investment At Morgan Stanley Smith Barney · Aug 10, 2026$500All Morgan Stanley Smith Barney LLC contractsVendor profile

More Valley Sanitary District contracts

INTELLI-TECHDistrict Purchases Microsoft License From Intelli-Tech · Oct 13, 2026$138Z&k ConsultantsDistrict Advances Z&K Security And Sewer Projects · Oct 13, 2026UndisclosedGRAINGERDistrict Purchases Maintenance Supplies From Grainger · Oct 13, 2026$5.3KReadyrefresh by NestleDistrict Purchases Distilled Water From ReadyRefresh · Oct 13, 2026$188.9Superior Truck & Auto LLCDistrict Pays Superior For Vactor Servicing · Oct 13, 2026$3KAll Valley Sanitary District activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Valley Sanitary District?

Morgan Stanley Smith Barney LLC was awarded this financial services contract by Valley Sanitary District, as recorded on January 3, 2023.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Valley Sanitary District Budget & Finance Committee Meeting Agenda January 2023 (Agenda), dated January 3, 2023 from Valley Sanitary District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Morgan Stanley Smith Barney LLC hold?

Morgan Stanley Smith Barney 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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What is Valley Sanitary District currently buying?

Explore Valley Sanitary District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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