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J M PENSION ADVISORY INC

UEI: GNAVJJ2P3773

J M PENSION ADVISORY INC is a federal contractor, registered under UEI GNAVJJ2P3773. It has been awarded $8,650 in federal contracts. Primary work spans Trust, Fiduciary, and Custody Activities and Unknown NAICS. Top awarding agencies include Department Of Labor.

Contact Information

Registration and classification details

Registration

UEI Code

GNAVJJ2P3773

Federal Contracting Overview

Award totals, agency breakdown, NAICS distribution, and geographic footprint.

AI Capability Profile

J M Pension Advisory Inc provides specialized financial and fiduciary services. Their core capabilities include trust, fiduciary, and custody activities, with technical expertise focused on the delivery of professional financial services. The company maintains a dedicated relationship with the Depa...

Key performance metrics

Award counts and award dollars by type, as prime and as subcontractor.

Awards Count

5

All time

Active

0

Currently performing

Completed

5

Past period of performance

Total Awards

All time

Contracts

Prime · all time

Subcontracts

Sub · all time

Grants

Prime · all time

Subgrants

Sub · all time

Award analytics

Awards by agency, industry, year, award type, size, and place of performance.

Awards by Agency

Department Of Labor$8.7K100%

Awards by NAICS

523991 - Trust, Fiduciary, and Custody Activities$5.7K65.3%

Awards by Agency Over Time

Awards by Place of Performance

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Young Adult Benefits Management Program

Solicitation # 27-DCYF-FB-001

The Washington State Department of Children, Youth & Families (DCYF) is soliciting proposals under RFP 27-DCYF-FB-001 for the Young Adult Benefits Management Program. The objective is to secure a qualified contractor to provide statewide financial management and fiduciary support services for eligible youth in Extended Foster Care, in accordance with Senate Bill 5911. The contractor will be responsible for coordinating Social Security Administration (SSA) benefits, managing representative payee services, and administering specialized financial accounts, such as Achieving a Better Life Experience (ABLE) accounts, to ensure the protection and management of youth assets. The contract is estimated to be valued at 150,000 dollars or less, with an initial six-month term starting January 1, 2027, and ending June 30, 2027. It may be extended up to five times for one-year increments through June 30, 2032. For the first fiscal year, the maximum payable amount is 66,000 dollars. Award preference is given to the lowest responsive and responsible small business or veteran-owned business, with a weighted evaluation system of 125 points considering cost, written responses, and specific preference points for Washington self-certified small businesses, veteran-owned businesses, and compliance with Executive Order 18-03. Qualified bidders must be licensed in Washington State and demonstrate expertise in fiduciary services for vulnerable populations and SSA benefit administration. Key requirements include strict adherence to data security protocols, including the signing of non-disclosure agreements and a one-business-day breach notification window. The contractor must also comply with various federal non-discrimination laws and provide the Office of State Auditor and DCYF access to records for up to six years following contract termination. Responses are due by November 30, 2026, and must include specific certifications, response forms, and a detailed cost proposal.

Department of Children Youth and Families

POSTED

DEADLINE

Investment Custody and Asset SafeguardingThe Investment Custody and Asset Safeguarding subcontract focuses on the secure holding and administration of assets for prime contractors working on Snow College endowment projects. The selected provider will be responsible for the safekeeping of securities, processing trades, and managing settlements using secure custodial vaults and digital ledgers. To ensure financial stability and regulatory compliance, the contractor must possess institutional banking licenses and maintain high AM Best Ratings. The provider is required to deliver monthly custodial statements and asset verification reports based on raw data from their tracking systems. This opportunity was posted by the state of Utah on October 15, 2026, with a response deadline of November 14, 2026. The contract falls under NAICS code 523991 and is managed through the Utah Bonfire hub.

POSTED

DEADLINE

VPIC Custodial Services

Solicitation # 76205

The Vermont Pension Investment Commission, acting through the Department of Economic Development, has issued a solicitation for VPIC Custodial Services under solicitation number 76205. Interested vendors must download all necessary bid documents from the official state procurement website. The deadline for submitting responses is November 12, 2026, at 9:30 AM. It is the sole responsibility of the vendor to monitor the procurement portal for any notifications, releases, or amendments, as the state will not provide direct updates. For technical assistance regarding document downloads, inquiries should be directed to Georgia Reis via the provided phone number or email address.

Department of Economic Development

POSTED

about 1 month ago

DEADLINE

TFAS - Trust Funds Accounting SystemThe Department of the Interior is forecasting a requirement for the Trust Funds Accounting System (TFAS) to support the Indian Affairs Bureau of Trust Funds Administration. This specialized accounting system is essential for managing the receipt, deposit, investment, and disbursement of income held on behalf of Alaska Natives, individual Indians, and American Indian tribes. The opportunity is categorized under NAICS code 523991 and is currently listed as a forecast with a posted date of September 30, 2026. Interested parties may coordinate with Benjamin Jensen or Small Business Specialist Nikolai Matoka for further information regarding this acquisition.

POSTED

about 1 month ago

DEADLINE

University of Alberta - Request for Proposal - RFPQ 2026-0002 Alberta Emission Performance Credit (EPC) Purchase(s)

Solicitation # AB-2026-00744

The University of Alberta is seeking pre-qualified proponents who own and are legally authorized to sell verifiable Emission Performance Credits registered in the Alberta EPC Registry. The goal of this solicitation is to establish a pool of eligible providers for the future acquisition of carbon credits, with the university currently utilizing approximately 50,000 tonnes annually. By pre-qualifying vendors, the university aims to implement cost-saving measures and secure advantageous pricing for these credits throughout the duration of the agreement. This pre-qualification opportunity remains open until June 30, 2036, and allows for additional proponents to apply for eligibility throughout the term. The process is managed by the University of Alberta under solicitation number AB-2026-00744, focusing on the procurement of credits specifically registered within the Alberta EPC system to meet the institution's environmental and financial objectives.

University of Alberta

POSTED

DEADLINE

in over 9 years

Real Estate Closing and Escrow AgentThe Real Estate Closing and Escrow Agent subcontract for San Diego County involves providing administrative and financial coordination for prime contractors during real estate transactions. The selected provider is responsible for managing a 100,000 dollar purchase price deposit, coordinating the execution of the Purchase and Sale Agreement, and facilitating the transfer of funds to the Department of Public Works Inactive Waste Site Management Fund. Eligible candidates must be a licensed Escrow Agent or Title Company operating within the state of California. The primary deliverables for this engagement include the successful closing of the transaction and formal confirmation that the required funds have been deposited.

San Diego County

POSTED

DEADLINE