CONTRACTONGOING

Choreo Advisors Supports Western Municipal Retirement Plan

Disclosed value: Approximately $65,000 in the most recent fiscal year; fee of 0.40% of plan assets; From agendapacket
Document date: Oct 20, 2026

What it covers

Western Municipal Water District retains Choreo Advisors for independent retirement-plan advisory services at a fee of 0.40% of plan assets. The engagement was estimated at approximately $65,000 in the most recent fiscal year and includes quarterly advisory meetings.

Who holds it

Choreo Advisors holds this financial services contract with Santa Ana Watershed Project Authority.

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Contract details

Contract type: Financial Services
Amount: Approximately $65,000 in the most recent fiscal year; fee of 0.40% of plan assets
Document date: October 20, 2026
Vendor: Choreo Advisors
Agency: Santa Ana Watershed Project Authority
Source document: Santa Ana Watershed Project Authority AgendaPacket Regular Commission Meeting 2026-10-20 (AgendaPacket)

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Questions about this contract

Who was awarded the financial services contract by Santa Ana Watershed Project Authority?

Choreo Advisors was awarded this financial services contract by Santa Ana Watershed Project Authority, as recorded on October 20, 2026. The contract value is Approximately $65,000 in the most recent fiscal year; fee of 0.40% of plan assets.

How much is the Choreo Advisors contract with Santa Ana Watershed Project Authority worth?

The Choreo Advisors contract with Santa Ana Watershed Project Authority is valued at Approximately $65,000 in the most recent fiscal year; fee of 0.40% of plan assets, covering financial services work.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Santa Ana Watershed Project Authority AgendaPacket Regular Commission Meeting 2026-10-20 (AgendaPacket), dated October 20, 2026 from Santa Ana Watershed Project Authority. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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