Creative Planning Named Advisor for 457(b) Proposal
Morongo Valley Community Services DistrictSpecial District · Morongo Valley, CA- Disclosed value
- Advisor compensation of 0.50%; $500 in Year One, $1,000 in Year Two, and $1,500 in Year Three
- From proposal
- Document date
- Jun 9, 2026
- Term
- Three-year cost projection
The 30-second brief
Creative Planning is identified as the advisor in American Trust Retirement’s proposed Morongo Valley Fire Department 457(b) plan arrangement. The proposal projects compensation of $500 in Year One, $1,000 in Year Two, and $1,500 in Year Three.
Creative Planning holds this financial services contract with Morongo Valley Community Services District. Its other public contracts on record include work for Town of Wallingford and Florida Citizens Property Insurance Corporation | State of Florida.
Term as filed: Three-year cost projection.
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Contract details
- Contract type
- Financial Services
- Amount
- Advisor compensation of 0.50%; $500 in Year One, $1,000 in Year Two, and $1,500 in Year Three
- Document date
- June 9, 2026
- Term
- Three-year cost projection
- Vendor
- Creative Planning
- Source document
- Morongo Valley Fire Department Proposal Morongo Valley Fire Department 457(b) Plan 2026-06-09 (Proposal)
Creative Planning's other public contracts
More Morongo Valley Community Services District contracts
Questions about this contract
Who was awarded the financial services contract by Morongo Valley Community Services District?
Creative Planning was awarded this financial services contract by Morongo Valley Community Services District, as recorded on June 9, 2026. The contract value is Advisor compensation of 0.50%; $500 in Year One, $1,000 in Year Two, and $1,500 in Year Three.
How much is the Creative Planning contract with Morongo Valley Community Services District worth?
The Creative Planning contract with Morongo Valley Community Services District is valued at Advisor compensation of 0.50%; $500 in Year One, $1,000 in Year Two, and $1,500 in Year Three, covering financial services work.
What type of contract is this?
This is a Financial Services contract, documented as a proposal record.
Where was this contract approved?
This contract appears in Morongo Valley Fire Department Proposal Morongo Valley Fire Department 457(b) Plan 2026-06-09 (Proposal), dated June 9, 2026 from Morongo Valley Community Services District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
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What other contracts does Creative Planning hold?
Creative Planning 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 Morongo Valley Community Services District currently buying?
Explore Morongo Valley Community Services District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.
