TSA Consulting Group Renews 403(b)/457(b) Administration
Okaloosa County School DistrictSchool · Fort Walton Beach, FL- Disclosed value
- $27.00 per participant per year billed monthly starting 2025; increasing to $30.00 per year in 2028 (paid by investment providers)
- From agenda
- Document date
- Oct 27, 2025
The 30-second brief
The School Board will renew and extend its agreement with TSA Consulting Group to administer the District's 403(b) and 457(b) retirement plans, with provider-paid administrative fees rising to $27 per year in 2025 and $30 per year in 2028. The extension maintains the long-standing structure where investment providers, not the District, cover administrative costs.
Tsa Consulting Group holds this financial services contract with Okaloosa County School District. Its other public contracts on record include work for Clintondale Community Schools and Susquehanna Community SD.
Term as filed: Extension beginning with 2025 plan year with additional fee increase in 2028.
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Contract details
- Contract type
- Financial Services
- Amount
- $27.00 per participant per year billed monthly starting 2025; increasing to $30.00 per year in 2028 (paid by investment providers)
- Document date
- October 27, 2025
- Term
- Extension beginning with 2025 plan year with additional fee increase in 2028
- Vendor
- Tsa Consulting Group
- Source document
- okaloosa-county-school-district-workshop-meeting-agenda-october-27-2025_a38.md (Agenda)
Tsa Consulting Group's other public contracts
More Okaloosa County School District contracts
Questions about this contract
Who was awarded the financial services contract by Okaloosa County School District?
Tsa Consulting Group was awarded this financial services contract by Okaloosa County School District, as recorded on October 27, 2025. The contract value is $27.00 per participant per year billed monthly starting 2025; increasing to $30.00 per year in 2028 (paid by investment providers).
How much is the Tsa Consulting Group contract with Okaloosa County School District worth?
The Tsa Consulting Group contract with Okaloosa County School District is valued at $27.00 per participant per year billed monthly starting 2025; increasing to $30.00 per year in 2028 (paid by investment providers), covering financial services work.
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 okaloosa-county-school-district-workshop-meeting-agenda-october-27-2025_a38.md (Agenda), dated October 27, 2025 from Okaloosa County School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
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What other contracts does Tsa Consulting Group hold?
Tsa Consulting 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.
What is Okaloosa County School District currently buying?
Explore Okaloosa County School District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.