Financial Engines Managed Account Offered in TIA 403(b)

Temecula International Academy employees have access to a Managed Account service from Financial Engines within the CalSTRS Pension2 403(b) Plan, billed at 0.60% of assets annually on a quarterly basis. The advisory service supports individualized investment management for plan participants.

Document date · April 18, 2024

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Scope & details

The full contract record, as filed.

Contract amount

.60% of account balance annually for Managed Account (charged quarterly)

Contract type

FINANCIAL_SERVICES

Renewal

Managed Account service is embedded within the CalSTRS Pension2 403(b) program; no explicit term or renewal provisions are detailed in the agreement, and continuation depends on CalSTRS program offerings.

Document type

Contract

Source document

temecula-international-academy-district-contract-2024-04-18_9d3.pdf

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

ONGOING

Shade Canyon, California.60% of account balance annually (charged quarterly)Aug 18, 2026

Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Temecula International Academy District?

Financial Engines was awarded this financial services contract by Temecula International Academy District, as recorded on April 18, 2024. The contract value is .60% of account balance annually for Managed Account (charged quarterly).

How much is the Financial Engines contract with Temecula International Academy District worth?

The Financial Engines contract with Temecula International Academy District is valued at .60% of account balance annually for Managed Account (charged quarterly), covering financial services work.

What type of contract is this?

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

Where was this contract approved?

This contract appears in temecula-international-academy-district-contract-2024-04-18_9d3.pdf (Contract), dated April 18, 2024 from Temecula International Academy District. 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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