Report Created 05/07/2024 at 9:53 AM
PLANHOLDERS LIST
SOLICITATION 13496: Deferred Compensation Plan Investment Advisory and Consulting Services
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Solicitation Title:
Deferred Compensation Plan Investment Advisory and Consulting Services
Solicitation Number:
13496
Brief Description:
The Orange County Transportation Authority (Authority) invites proposals from qualified consultants to provide investment advisory services to assist the Authority's Deferred Compensation Plan Committee in carrying out its fiduciary responsibilities.
Instructions:
Download Solicitation Package.
Date Posted:
6/28/2021 12:00:00 AM
Closing Date:
7/19/2021 2:00:00 PM (PST)
Contract Administrator:
Iris Deneau
Phone Number:
(714) 560-5786
 
Category:
       
 
[Header:Prime Contractors]Needed ServicesContact Instructions
Company Name: EMPOWER<br /> Contact: KELLY BUSH<br /> Address: PALEOWEST, 27001 LA PAZ ROAD, SUITE 230, MISSION VIEJO, CA 92691<br /> Phone: (949) 2411742<br /> Email: Not looking for a subcontractor 
Company Name: RGP<br /> Contact: JANETTE GRADNEY<br /> Address: 17101 ARMSTRONG AVE., SUITE 201, IRVINE, CA 92614<br /> Phone: (562) 2020762<br /> Email: JANETTE.GRADNEY@RGP.COMNot looking for a subcontractor 
Company Name: GALLAGHER BENEFIT SERVICES, INC.<br /> Contact: SCOTT STEVES<br /> Address: 15 ENTERPRISE, SUITE 200, ALISO VIEJO, CA 92656<br /> Phone: (713) 3587846<br /> Email: SCOTT_STEVES@AJG.COMNot looking for a subcontractor 
Company Name: KEENAN & ASSOCIATES<br /> Contact: KEVIN KNOPF<br /> Address: 2355 CRENSHAW BOULEVARD, SUITE 200 , TORRANCE, CA 90501<br /> Phone: (310) 2120363<br /> Email: KEENANBIDS@KEENAN.COMNot looking for a subcontractor 
Company Name: BFSG<br /> Contact: BRADEN PRIEST<br /> Address: 2040 MAIN STREET, SUITE #720, IRVINE, CA 92614<br /> Phone: (949) 9553029<br /> Email: BRADENP@BFSG.COMNot looking for a subcontractor 
Company Name: FIDUCIARY EXPERTS LLC<br /> Contact: MARIBEL LARIOS<br /> Address: 40102 SIERRA DE RONDA, MURRIETA, CA 92562<br /> Phone: (888) 5444015<br /> Email: MARI@401KFE.COMNot looking for a subcontractor 
Company Name: RETIREMENT PLAN ADVISORS<br /> Contact: JACKIE HEALY<br /> Address: 105 W ADAMS ST, SUITE 2175, CHICAGO, IL 60603<br /> Phone: (312) 7011100<br /> Email: JHEALY@RETIREMENTPLANADVISORS.COMNot looking for a subcontractor 
Company Name: JW AFFINITY IT <br /> Contact: WILLIAM GAINEY<br /> Address: 819 PICKENS INDUSTRIAL DRIVE, SUITE 9, MARIETTA, GA 30062<br /> Phone: (877) 5596366<br /> Email: BIDS@JWAFFINITYIT.COMNot looking for a subcontractor 
Company Name: GORDIONKNOT LLC<br /> Contact: ARVIND NEREDIMI<br /> Address: 12 BLYMAN CT, HAMILTON, NJ 08690<br /> Phone: (630) 7288477<br /> Email: ARVIND@GORDIONKNOT.COMNot looking for a subcontractor 
Company Name: PENSIONMARK FINANCIAL GROUP<br /> Contact: TUYEN PHAM<br /> Address: 2913 S. PULLMAN ST., SANTA ANA, CA 92705<br /> Phone: (949) 2613093<br /> Email: TUYEN.PHAM@PENSIONMARK.COMNot looking for a subcontractor 
Company Name: BURGEON IT SERVICES LLC<br /> Contact: NANDA KISHORE<br /> Address: 36E, INDEPENDENCE MALL,, 1601 CONCORD PIKE, WILMINGTON, DE 19803<br /> Phone: (302) 3389683<br /> Email: NANDA@BURGEONITS.COMNot looking for a subcontractor 
Company Name: SAGEVIEW ADVISORY GROUP<br /> Contact: JENNIFER PURISIMA<br /> Address: 4000 MACARTHUR BLVD., SUITE 1050, NEWPORT BEACH, CA 92660<br /> Phone: (800) 8148742<br /> Email: JPURISIMA@SAGEVIEWADVISORY.COMNot looking for a subcontractor 
Company Name: TRIVENI GROUP LLP<br /> Contact: RONALD BOOK<br /> Address: 71 UNION AVE, SUITE 208 RUTHER, RUTHERFORD NJ, AL 07070<br /> Phone: (201) 5287887<br /> Email: RONALD.BOOK@TRIVENICONSULTING.COMNot looking for a subcontractor 
Company Name: INNOVEST PORFOLIO SOLUTIONS LLC<br /> Contact: GORDON TEWELL<br /> Address: 4643 S. ULSTER ST., SUITE 1040, DENVER, CO 80237<br /> Phone: (303) 6941900<br /> Email: GTEWELL@INNOVESTINC.COMNot looking for a subcontractor 
Company Name: INNOVEST PORTFOLIO SOLUTIONS<br /> Contact: RICK RODGERS<br /> Address: 4643 S. ULSTER ST., SUITE 1040, DENVER, CO 80237<br /> Phone: (303) 6941900<br /> Email: RRODGERS@INNOVESTINC.COMNot looking for a subcontractor 
Company Name: RISKBRIDGE ADVISORS, LLC<br /> Contact: CHRISTOPHER REYNOLDS<br /> Address: RISKBRIDGE ADVISORS, P. O. BOX 575, NEW CANAAN, AL 06840<br /> Phone: (770) 7575739<br /> Email: Not looking for a subcontractor 
Company Name: NFP RETIREMENT, INC.<br /> Contact: JAMI CHAPMAN<br /> Address: 120 VANTIS, ALISO VIEJO, CA 92656<br /> Phone: (949) 4609898<br /> Email: RETIREMENTINFO@NFP.COMNot looking for a subcontractor 
Company Name: PRUDENTIAL RETIREMENT<br /> Contact: KIM TALIENTO<br /> Address: 280 TRUMBULL STREET, HARTFORD, CT 06103<br /> Phone: (860) 5342711<br /> Email: KIMBERLY.TALIENTO@PRUDENTIAL.COMNot looking for a subcontractor 
 
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