FINANCIAL_SERVICESAPPROVED

Santa Rosa Junior College Awards Financial Services Contract to Schoolsfirst Plan Administration (May 2025)

The Board approved Resolution 05-25 appointing SchoolsFirst Plan Administration as Third-Party Plan Administrator for the District’s 403(b) Tax-Sheltered Annuity program effective August 1, 2025. The move shifts compliance and transaction processing to an experienced external provider.

Status
APPROVED
Document date
May 13, 2025
Contract type
FINANCIAL_SERVICES
Vendor
Schoolsfirst Plan Administration
Agency
Santa Rosa Junior College · CA

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Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Contract term
Effective August 1, 2025 (term not specified)
Renewal
Initial appointment as Third-Party Administrator effective August 1, 2025; specific contract end date or renewal options are not stated in the agenda item.
Document type
Agenda
Source document
sonoma_county_junior_college_district_board_of_tru.pdf

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Santa Rosa Junior College?

Schoolsfirst Plan Administration was awarded this financial services contract by Santa Rosa Junior College, as recorded on May 13, 2025.

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 sonoma_county_junior_college_district_board_of_tru.pdf (Agenda), dated May 13, 2025 from Santa Rosa Junior College. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Schoolsfirst Plan Administration hold?

Schoolsfirst Plan Administration 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 Santa Rosa Junior College currently buying?

Explore Santa Rosa Junior College's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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