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Investment Advisory and Management Services

Open

State & Local

Response Deadline12/16/2026, 02:00:00 PM PST

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

General Info

Agency

California → Procurement Department of San Diego County Regional Airport Authority

NAICS

523920 - Portfolio Management

Place of Performance

CA, USA

Set-Aside

NONE

Documents

This scope was carved out of 414475FC.

The full solicitation package (4 documents), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

Retirement Plan Administrator

AI Contract Breakdown

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The breakdown needs solicitation documents. None were found from this contract's source.

Timeline

PostedNov 12

subcontract

Response DeadlineDec 16

Submission deadline

Response Deadline

12/16/2026, 02:00:00 PM PSTin about 1 month

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Organization & Contact Information

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AgencyCalifornia → Procurement Department of San Diego County Regional Airport Authority

ContactsNo contacts available

OfficeN/A

Organization / AgencyCalifornia → Procurement Department of San Diego County Regional Airport Authority

Office AddressN/A

ContactsNo contact information available

Full Description

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Provides investment-related services and guidance for prime contractors on San Diego County Regional Airport Authority retirement plan projects. Manages investment options within 401(a) and 457 plans, provides financial plans and forecasts, and analyzes investment performance using investment tracking software. Requires adherence to fiduciary standards and professional certifications such as CFA or CFP. Delivers investment performance reports and financial forecasts.

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Earlier notices in this NAICS code

Posted before this notice, open and closed

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