PFM Asset Management Reviews District Retirement Portfolio

PFM Asset Management LLC provided an ongoing quarterly review of El Toro Water District's 401(k) retirement savings plan and investment portfolio. The meeting discussion covered portfolio returns, asset allocation, and fund performance.

Document date · September 24, 2026

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Document type

Agenda

Source document

El Toro Water District Agenda 2026-09-24

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by El Toro Water District?

Pfm Asset Management Llc was awarded this financial services contract by El Toro Water District, as recorded on September 24, 2026.

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 El Toro Water District Agenda 2026-09-24 (Agenda), dated September 24, 2026 from El Toro Water District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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