OPEB Board Reviews PFM Asset Management Services
- Disclosed value
- $238,878 for FY 2025/26; fee schedule of 0.30% annually on first $25 million, 0.15% on next $75 million, and 0.10% over $100 million
- From staffreport
- Document date
- Oct 20, 2026
- Term
- Ongoing; fees reported for FY 2025/26
The 30-second brief
The OPEB Retirement Investment Trust Board reviewed PFM Asset Management’s ongoing investment advisory and trust administration services. PFMAM received $238,878 in management fees during FY 2025/26 and was reported to be performing well and complying with the Trust’s investment policy.
Pfm Asset Management holds this financial services contract with Golden Gate Bridge, Highway and Transportation District. Its other public contracts on record include work for Battery Park City Authority | State of New York and City of Milford.
Term as filed: Ongoing; fees reported for FY 2025/26.
See who signed off on this contract.
See who signed offFree account · 30-second setup · No credit card
Contract details
- Contract type
- Financial Services
- Amount
- $238,878 for FY 2025/26; fee schedule of 0.30% annually on first $25 million, 0.15% on next $75 million, and 0.10% over $100 million
- Document date
- October 20, 2026
- Term
- Ongoing; fees reported for FY 2025/26
- Vendor
- Pfm Asset Management
- Source document
- Golden Gate Bridge Highway and Transportation District StaffReport Annual Review of OPEB Investment Policy and Service Providers 2026-10-22 (StaffReport)
Pfm Asset Management's other public contracts
More Golden Gate Bridge, Highway and Transportation District contracts
Questions about this contract
Who was awarded the financial services contract by Golden Gate Bridge, Highway and Transportation District?
Pfm Asset Management was awarded this financial services contract by Golden Gate Bridge, Highway and Transportation District, as recorded on October 20, 2026. The contract value is $238,878 for FY 2025/26; fee schedule of 0.30% annually on first $25 million, 0.15% on next $75 million, and 0.10% over $100 million.
How much is the Pfm Asset Management contract with Golden Gate Bridge, Highway and Transportation District worth?
The Pfm Asset Management contract with Golden Gate Bridge, Highway and Transportation District is valued at $238,878 for FY 2025/26; fee schedule of 0.30% annually on first $25 million, 0.15% on next $75 million, and 0.10% over $100 million, covering financial services work.
What type of contract is this?
This is a Financial Services contract, documented as a staffreport record.
Where was this contract approved?
This contract appears in Golden Gate Bridge Highway and Transportation District StaffReport Annual Review of OPEB Investment Policy and Service Providers 2026-10-22 (StaffReport), dated October 20, 2026 from Golden Gate Bridge, Highway and Transportation District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
Show 2 more questions
What other contracts does Pfm Asset Management hold?
Pfm Asset Management may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.
What is Golden Gate Bridge, Highway and Transportation District currently buying?
Explore Golden Gate Bridge, Highway and Transportation District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.