FINANCIAL_SERVICESONGOING

PFM Continues Managing SunLine Retirement Assets

SunLine Transit Agency’s Retirement Committees continue their ongoing engagement with PFM Asset Management as investment manager for the employees’ retirement plans. PFM provides quarterly reports on portfolio performance, asset allocation, and compliance with the Investment Policy Statement.

Status
ONGOING
Document date
August 10, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Pfm Asset Management
Agency
Sunline Transit Agency · CA

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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
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
Renewal
The engagement is described as ongoing with quarterly reporting; no specific renewal or end date is referenced in the agenda packet.
Document type
AgendaPacket
Source document
SunLine Transit Agency AgendaPacket Joint Meeting of the SunLine Retirement Committees 2026-08-10

Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Sunline Transit Agency?

Pfm Asset Management was awarded this financial services contract by Sunline Transit Agency, as recorded on August 10, 2026.

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 SunLine Transit Agency AgendaPacket Joint Meeting of the SunLine Retirement Committees 2026-08-10 (AgendaPacket), dated August 10, 2026 from Sunline Transit Agency. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Pfm Asset Management hold?

Pfm Asset Management may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

View Pfm Asset Management's profile

What is Sunline Transit Agency currently buying?

Explore Sunline Transit Agency's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

View Sunline Transit Agency's profile

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