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Nicasio Awards Financial Services Contract to Omni Financial Group (December 2019)

Nicasio logoNicasio
Approved
Dec 5, 2019
Term
Effective January 1, 2020

The 30-second brief

What it covers

The Nicasio School District Board approved a contract with Omni Financial Group to provide third-party administrative services for employee 403(b) retirement plans effective January 1, 2020. The agreement ensures employees are not charged fees for making retirement contributions.

Who holds it

Omni Financial Group holds this financial services contract with Nicasio. Its other public contracts on record include work for Gavin SD 37 and Port Jefferson Union Free School District.

What happens next

Term as filed: Effective January 1, 2020.

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Contract details

Contract type
Financial Services
Document date
December 5, 2019
Term
Effective January 1, 2020
Vendor
Omni Financial Group
Agency
Nicasio
Source document
nicasio-school-district-board-of-trustees-meeting-minutes-dec-5-2019_043.pdf (Minutes)

Omni Financial Group's other public contracts

Gavin SD 37, IllinoisOMNI Financial Group Provides Ongoing Financial Services · Jul 30, 2026UndisclosedPort Jefferson Union Free School District, New YorkOMNI Financial Group Selected for 403(b)/457 Administration · Jul 16, 2026UndisclosedTuxedo Union Free School District, New YorkAnnual Administration Fee Paid to Omni Financial Group · Jul 15, 2026$1.5KAmityville Union Free School District, New YorkThird-Party Administrator Named for 403b/457 Plans · Jul 14, 2026Amityville Union Free School District, New York403b/457 Third-Party Administration Contract Renewed · Jul 14, 2026All Omni Financial Group contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by Nicasio?

Omni Financial Group was awarded this financial services contract by Nicasio, as recorded on December 5, 2019.

What type of contract is this?

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

Where was this contract approved?

This contract appears in nicasio-school-district-board-of-trustees-meeting-minutes-dec-5-2019_043.pdf (Minutes), dated December 5, 2019 from Nicasio. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Omni Financial Group hold?

Omni Financial Group 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 Nicasio currently buying?

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

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