Managed Account Service Offered by Financial Engines

Financial Engines is named in the CalSTRS 403(b) fee schedule as the managed account provider. Participants may access the service for 0.60% of account balance annually, charged quarterly.

Document date · August 18, 2026

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Scope & details

The full contract record, as filed.

Contract amount

.60% of account balance annually (charged quarterly)

Contract type

FINANCIAL_SERVICES

Renewal

Optional participant service fee arrangement; no separate term or renewal date stated.

Document type

Agreement

Source document

CalSTRS 403(b) Service Agreement 2026-08-18

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Shade Canyon?

Financial Engines was awarded this financial services contract by Shade Canyon, as recorded on August 18, 2026. The contract value is .60% of account balance annually (charged quarterly).

How much is the Financial Engines contract with Shade Canyon worth?

The Financial Engines contract with Shade Canyon is valued at .60% of account balance annually (charged quarterly), covering financial services work.

What type of contract is this?

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

Where was this contract approved?

This contract appears in CalSTRS 403(b) Service Agreement 2026-08-18 (Agreement), dated August 18, 2026 from Shade Canyon. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Financial Engines hold?

Financial Engines 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 Shade Canyon currently buying?

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

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