San Marcos Unified Awards Financial Services Contract to Keenan Financial Services (September 2026)

The San Marcos Unified School District appointed Keenan Financial Services as contract administrator for its Supplemental Employee Retirement Plan. The resolution takes effect July 1, 2027 and assigns the firm to assist with plan implementation and administration.

Document date · September 10, 2026

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Contract term

Effective July 1, 2027

Renewal date

2027-07-01

Document type

Resolution

Source document

San Marcos Unified School District Resolution Resolution #04-26/27 Authorizing a Supplemental Employee Retirement Plan 2026-09-10

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by San Marcos Unified?

Keenan Financial Services was awarded this financial services contract by San Marcos Unified, as recorded on September 10, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in San Marcos Unified School District Resolution Resolution #04-26/27 Authorizing a Supplemental Employee Retirement Plan 2026-09-10 (Resolution), dated September 10, 2026 from San Marcos Unified. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Keenan Financial Services hold?

Keenan Financial Services 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 San Marcos Unified currently buying?

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