Retirement Plan Investment Advisory Services

Project Information

Bid Title: Retirement Plan Investment Advisory Services
Issuing Agency: Opportunity Home San Antonio
Location: Texas
Published Date: May 13, 2026
Closing Date: Jun 3, 2026
Government Level: State & Local
Status: Closed
Ref. #: 2605-5686
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Project Description: Project: Retirement Plan Investment Advisory Services

Ref. #: 2605-5686

Department: Human Resources

Type: RFP

Status:
Open

Open Date: May 13th 2026, 1:00 PM CDT

Intent to Bid Due Date: Jun 3rd 2026, 2:00 PM CDT

Questions Due Date: May 20th 2026, 2:00 PM CDT

Close Date: Jun 3rd 2026, 2:00 PM CDT

Project Description: The Housing Authority of the City of San Antonio, Texas, and its affiliated entities a/k/a Opportunity Home San Antonio is requesting proposals from experienced firms (hereinafter referred to as “Respondent” or “Advisor”) who possess qualifications and expertise in providing investment advisory services for the Housing Authority of the City of San Antonio Employee’s Money Purchase Pension Plan and Trust (referred to as the “Opportunity Home San Antonio Pension Plan”, “Opportunity Home San Antonio Employees’ Money Purchase Pension Plan” or the “Plan”).
Commodity Codes: NAICS 523920Portfolio Management
NAICS 523930Investment Advice
NAICS 541611Administrative Management and General Management Consulting Services

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