Project Information

Bid Title

Investment Advisory Services for 457 Retirement Plans - Annual Contract

Issuing Agency

Charlotte County

Location

Florida

Published Date

Jun 15, 2026

Closing Date

Jun 29, 2026

Government Level

State & Local

Status

Closed

Ref. #

26-389

Original Source

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Bid Inquiries

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Bid Documents

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Project Description

File No:

26-389

Description:

Investment Advisory Services for 457 Retirement Plans - Annual Contract

Contact:

alisa.true@charlottecountyfl.gov

File number:

20260389

Due Date:

6/29/2026 3:00:00 PM

Notice:

263891

Package:

263892

Registered Vendors Notified:

263893

Presubmittal Sign-in:

Tabulation:

Recommendation:

Addendum:

Commodity Codes:

94600, 94614, 94645, 94638, 94648, 94656, 91849, 91800, 95800, 95840

Attachment Preview

6/15/2026 1:18:48 PM

Registered Vendors Notified Listing

Board of County Commissioners

20260389

Investment Advisory Services for 457 Retirement Plans - Annual Contract

alisa.true@charlottecountyfl.gov

Name

ADG Architecture llc

AECOM Technical Services, Inc.

AIM Engineering & Surveying, Inc.

ALC

Allstate Construction, Inc.

Alpha Omega Group Logistics LLC

American Technology Consulting, LLC

Amon Real Estate Appraisers Inc.

Anago SWFL

Apex Companies, LLC

Aptim Environmental & Infrastructure,

LLC

ASCENDING INC

At Your Service Cleaning Group, Inc.

ATHCA Surveying Inc.

Atkins

Atwell

AWP Safety

AXIOS INDUSTRIAL PAINTING

Axis Infrastructure

Ayres Associates

Baslee Engineering Solutions, Inc.

(BES, Inc.)

Baxendale Custom Builds LLC

Baxter & Woodman, Inc.

Be Sunny LLC

Address

City

3820 Colonial Blvd

Fort Myers

7650 West Courtney Campbell Tampa

Causeway

2161 Fowler Street

Fort Myers

901 Calle Amanecer, Suite 260 San Clemente

4509 N. Nebraska Avenue

Tampa

2406 Askey Ct.

Kissimmee

6600 Westown Pkwy,

West Des Moines

8213 Blaikie Court

Sarasota

8961 Daniels Center Dr Suite 408 Fort Myers

13620 Metropolis Avenue

Fort Myers

6401 Congress Avenue

Boca Raton

2751 Prosperity Ave

729 North Lime Ave

4813 Andrew Avenue

100 Paramount Drive

4470 Camino Real Way

4244 Mt. Pleasant St. NW

18 S.Park Ave

70 Mansell Court

8875 Hidden River Parkway,

Suite 200

19111 Rosewood Creek Way

Fairfax

Sarasota

Sarasota

Sarasota

Fort Myers

North Canton

Tarpon Springs

Roswell

Tampa

Tampa

16496 Aspen Ave

1601 Forum Place

3191 Grand Ave

Port Charlotte

West Palm Beach

Miami

Commodity

Codes:

94600,94614,94645,94638,94648,94656,91849,91800,95800,95840

* All email addresses listed on the Vendor Registration have been notified.

ST Phone

Primary Email *

FL (239) 277-0554 brandyf@alliancedesigngroup.com

FL (813) 286-1711 jeff.blazowski@aecom.com

FL (239) 332-4569 aim.marketing@aimengr.com

CA (866) 999-3371 alc@alcschools.com

FL (813) 231-2525 adavis@allstateconstruction.com

FL (757) 238-1318 aoglogistic@outlook.com

IA (515) 974-5619 nick@atc.xyz

FL (941) 922-6645 orders@amonreappraisers.com

FL (239) 206-2504 Yosef@anagoswfl.com

FL (239) 204-5300 WCE.bids@apexcos.com

FL (561) 391-8102 jeffrey.andrews@aptim.com

VA (518) 288-7586 edrees.saljuki@ascendingdc.com

FL (941) 360-6796 billing@ayscleaninggroup.com

FL (941) 650-5400 rstrayer@athcasurveying.com

FL (941) 225-4828 daniel.parsons2@atkinsglobal.com

FL (239) 334-3680 tking@atwell.com

OH (800) 343-2650 Contracts@awpsafety.com

FL (727) 946-6709 Info@AxiosIndustrialPainting.com

GA (678) 395-4920 jasongreen@axiscompanies.com

FL (813) 978-8688 stirmelj@ayresassociates.com

FL (813) 985-7800 dilip@besinceng.com

FL (941) 799-0965 Bcustombuildsllc@gmail.com

FL (561) 655-6175 marketing@baxterwoodman.com

FL (786) 625-4058 besunnybiz@gmail.com

Page:

1

6/15/2026 1:18:48 PM

Registered Vendors Notified Listing

Board of County Commissioners

20260389

Investment Advisory Services for 457 Retirement Plans - Annual Contract

alisa.true@charlottecountyfl.gov

Name

Blue Cypress Consulting, LLC

Address

315 W Ponce de Leon Avenue

City

Decatur

BlueWater Solutions Group, Inc.

Boulevard Contractors

Boyette & Miller Construction &

Development, INC

Burke Construction Group, Inc.

Busey Bank

CALTRAN Engineering Group, Inc.

Capitol Alliance Group, Inc

Carollo Engineers, Inc.

CCM. LLC

CCRFL, LLC Charlotte County Realty

CDM Smith Inc.

Central Florida Native Plants ll, inc

4000 West 6th Street

Lawrence

10451 Mill Run Circle Suite 1005 Owings Mills

120 E Ann St

Punta Gorda

1235 Sarasota Center Blvd

Sarasota

14803 Tamiami Trail

North Port

790 NW 107 Ave, Suite 200

Miami

106 E. College Avenue

Tallahassee

301 North Cattlemen Road, Suite Sarasota

302

8 Holyoke Drive

Pennsville

22062 Marshall Avenue

Port Charlotte

4210 Metro Parkway

Fort Myers

9930 SE Hoth Rd

Arcadia

Chapman's Construction Company

Charlotte DeSoto Building Industry

Association

Chaves Brothers Management, LLC.

Cherry Bekaert LLP

Cintron Consultant Services, LLC

CIP Solutions

Clean 2 Go Fuel Services, LLC

Cody & Associates, Inc.

Collaborative, Technical and

Comprehensive Security Business

Consulting LLC

239 N Ridgewood Drive

17984 Toledo Blade Boulevard

Sebring

Port Charlotte

300 Southwest 8th Street

3800 Glenwood Avenue

645 Herndon Ave. Unit D

1206 6th Ave W 100-696

22 Madison Street

220 Jamaica Dr.

840 Apollo Street, Suite 100

Boca Raton

Raleigh

Orlando

Bradenton

Venus

Cocoa Beach

El Segundo

ST Phone

Primary Email *

GA (470) 322-5100 heather.collins@bluecypress-

consulting.com

KS (785) 550-9022 mwade@bluewatersolutionsgroup.com

MD (410) 356-8060 estimating@blvdcontractors.com

FL (941) 575-1266 lisa@boyetteandmiller.com

FL (941) 552-8586 dmartinez@bcginc.net

FL (941) 764-5114 sharma.bachan@busey.com

FL (786) 456-7700 jcalderon@caltrangroup.com

FL (850) 224-1660 jeffreyshark@gmail.com

FL (941) 371-9832 mktg_fl@carollo.com

NJ (609) 818-2732 triddle@ccmanagement-llc.com

FL (941) 613-9001 kathy@charlottecountyrealty.com

FL (239) 938-9600 gargm@cdmsmith.com

FL (863) 993-5122 agallardo@centralfloridanativeplants.co

m

FL (863) 633-8974 brandee@chapmansconstruction.com

FL (941) 625-0804 donna@cdbia.com

FL (973) 224-9955 sales@govprocurement.net

NC (321) 430-7418 bliffick@cbh.com

FL (407) 552-6945 jcintron@ccsautomations.com

FL (941) 253-0250 mark.stout@cipsolutions.com

FL (941) 815-6631 ben@clean2gofuel.com

FL (321) 783-9552 Lbunting@codyassociates.org

CA (757) 439-2280 info@ctchconsulting.com

Commodity

Codes:

94600,94614,94645,94638,94648,94656,91849,91800,95800,95840

* All email addresses listed on the Vendor Registration have been notified.

Page:

2

6/15/2026 1:18:48 PM

Registered Vendors Notified Listing

Board of County Commissioners

20260389

Investment Advisory Services for 457 Retirement Plans - Annual Contract

alisa.true@charlottecountyfl.gov

Name

Colliers Engineering & Design, Inc.

Complete Contract Consulting

Address

City

101 Crawfords Corner Road, Ste Holmdel

3400

260 Peachtree St Suite 2000 NW Atlanta

Creative Management Technology, Inc. 597 Haverty Court

Dan's Landscaping Care Services LLC 2601 Larkspur Dr

Rockledge

Punta Gorda

DCG Corplan Consulting LLC

DEK LLC

Devine Solutions Group

Diversified Engineering, Inc.

DMK Associates, Inc.

DT-Trak Consulting, Inc.

DTA Public Finance, Inc.

E Source Companies LLC

EBS Healthcare, Inc

EFI Global, Inc.

Eminent Connect LLC

EnSite, Inc.

Environmental Enhancements

Incorporated

Environmental Risk Management, Inc.

Enviroscience, Inc.

Envisionit Chicago, LLC

ESA

623 Eagle Rock Ave.. #102

West Orange

1200 Brickell Avenue Suite 1950 Miami

#1153

18675 Sailors Delight Pass

Land O Lakes

175 Ray Ave. NE

New Philadelphia

405 Commercial Ct. Suite E

Venice

210 N. Broadway

Miller

18201 Von Karman Avenue

Irvine

3020 Carbon Place

Boulder

200 Skiles Blvd..

West Chester

3030 North Rocky Point Drive

West, Suite 530

Tampa

2220 NE 2nd AVE

Miami

2401 First Street

Fort Myers

239 n Ridgewood Drive

Sebring

6835 International Center

Boulevard

Fort Myers

2880 West Oakland Park

Boulevard

Fort Lauderdale

130 E. Randolph Street

Chicago

5404 Cypress Center Drive, Suite Tampa

125

ST Phone

Primary Email *

NJ (877) 627-3772 FLprocurement@collierseng.com

GA (561) 448-1160 sbarnes@completecontractconsulting.c

om

FL (321) 799-4022 txaustell@cmtfl.com

FL (941) 391-1289 Dan@Danslandscapingcareservices.co

m

NJ (862) 930-3990 bmhoch@dcgcorplan.com

FL (561) 316-7377 dekholdingllc@gmail.com

FL (813) 320-7711 beth@devinesolutionsgroup.com

OH (330) 364-1631 aladouce07@gmail.com

FL (941) 412-1293 Kmaheu@dmkassoc.com

SD (877) 853-5307 joshua.whittington@dt-trak.com

CA (800) 969-4382 proposals@financedta.com

CO (303) 345-9000 business_development@esource.com

PA (800) 578-7906 john.gumpert@ebsschools.com

FL (321) 251-9091 kurt.juntunen@efiglobal.com

FL (786) 607-4647 info@eminentconnect.com

FL (239) 226-0024 brians@en-site.com

FL (239) 872-0165 environmentalenhancementsinc@gmail.

com

FL (239) 415-6406 Acampbell@ermi.net

FL (307) 250-7145 pgeraghty@enviroscienceinc.com

IL (312) 236-2000 rfp@envisionitagency.com

FL (813) 207-7200 semarketingRFP@esassoc.com

Commodity

Codes:

94600,94614,94645,94638,94648,94656,91849,91800,95800,95840

* All email addresses listed on the Vendor Registration have been notified.

Page:

3

6/15/2026 1:18:48 PM

Registered Vendors Notified Listing

Board of County Commissioners

20260389

Investment Advisory Services for 457 Retirement Plans - Annual Contract

alisa.true@charlottecountyfl.gov

Name

EXP

Fawley Bryant Architecture

FiberTite by Seaman Corporation

Fidelity Partners Services

First International Title LLC

Florida Elevator Inspections

Florida Shells Contracting LLC

Ford & Associates, Inc.

Fowler Construction and Development

Gary Muller

GCM Contracting Solutions

George F. Young, Inc.

Geosyntec Consultants, Inc.

Global-5

Government Services Group, Inc.

GRAEF-USA, Inc.

Great Wonder INC

Greeley and Hansen LLC

Green2GoNursery & Landscape

Guardian Group Consulting LLC

Haggie Consulting Group

Haley Ward, Inc.

Halfacre Construction Company

Hazen and Sawyer

HighTide Intelligence

Howard Technology Solutions

Address

City

13161 N Cleveland Ave, Suite B- NO FORT MYERS

3

5391 Lakewood Ranch Blvd. N. Sarasota

1000 Venture Blvd

Wooster

7551 Callaghan RD Suite 300 San Antonio

992 Tamiami Trail #G

Port Charlotte

13784 NW 12th CT

Pembroke Pines

2659 Dixon Terrace

Port Charlotte

109 South MacDill Avenue

Tampa

10491 Six Mile Cypress Parkway Fort Myers

1482 Argyle Dr

Fort Myers

16121 Lee Rd # 101

Fort Myers

299 Dr. Martin Luther King Jr. St. Saint Petersburg

N

12802 Tampa Oaks Boulevard TampaT

2180 West State Road 434

Longwood

1500 Mahan Drive Suite 250

Tallahassee

7201 Delainey Court

Sarasota

20339 silent ave

Port Charlotteport charlotte

5252 Summerlin Commons Way Fort Myers

16285 Boney Rd

Sebring

1179 Strasburg Drive

Port Charlotte

506 Lee Street Box 149

West Point

13041 McGregor Blvd

Fort Myers

7015 Professional Parkway

Lakewood Ranch

7334 Delainey Court

Sarasota

270 E Lake Elbert Dr NEE

Winter Haven

36 Howard Drive

Ellisville

ST Phone

Primary Email *

FL (239) 800-6390 joshua.jackson@exp.com

FL (941) 343-4070 aparrish@fawleybryant.com

OH (941) 321-2747 ssulzener@seamancorp.com

TX (210) 822-4005 careers@fidelitypartners.org

FL (941) 883-4665 ranee.polis@firstintitle.com

FL (954) 591-2831 FLElevatorInspections@Gmail.com

FL (941) 441-8348 b.shifflett@flshells.com

FL (813) 874-6621 admin@fordassocinc.com

FL (239) 275-7000 robjr@fowlercompany.com

FL (239) 565-6772 gfmuller@comcast.net

FL (239) 334-8800 alanier@gcmcontracting.com

FL (727) 822-4317 aadeyemi@georgefyoung.com

FL (813) 558-0990 mrogoff@geosyntec.com

FL (407) 571-6786 lisamcduffie@global-5.com

FL (850) 681-3717 djahosky@govserv.com

IL (941) 373-6460 james.hansen@graef-usa.com

FL (941) 370-5568 daynelism@icloud.com

IL (800) 837-9779 marketing2@greeley-hansen.com

FL (863) 610-1943 leah.shulman89@gmail.com

FL (774) 212-7948 norwell69@msn.com

VA (804) 426-5595 Norman.haggie@haggieconsulting.com

FL (239) 481-1331 akareh@cesincusa.com

FL (941) 907-9099 marketing@halfacreco.com

FL (813) 630-4498 adieffenthaller@hazenandsawyer.com

FL (772) 261-3632 sales@hightide.ai

MS (601) 425-3181 bids@howardcomputers.com

Commodity

Codes:

94600,94614,94645,94638,94648,94656,91849,91800,95800,95840

* All email addresses listed on the Vendor Registration have been notified.

Page:

4

6/15/2026 1:18:48 PM

Registered Vendors Notified Listing

Board of County Commissioners

20260389

Investment Advisory Services for 457 Retirement Plans - Annual Contract

alisa.true@charlottecountyfl.gov

Name

Hydro Dry Emergency Services

I & M Transport LLC

IEM International, Inc

Immokalee Land Management, LLC

Infojini Inc.

Integrated Solution Consulting

ISEECHANGE, INC.

J & Y GROUP ENTERPRISES LLC

J.E.Charlotte Construction LLC

JANUS Software, Inc., d/b/a JANUS

Associates

JDM Associates, LLC

Jeezny Sourcing LLC

Jones Edmunds & Associates, Inc.

Kimley-Horn and Associates, Inc.

KUBRA

LaRue Planning & Management

Services, Inc

Lawn and Land Services, LLC

Lazy Fairy Improv

Level Best Roofing LLC

LGC Elite, LLC

Lowcountry Billing Services

M & A IRRIGATION

M & J Engineering, D.P.C

Macias Gini & O'Connell LLP

Address

35 spokan trl

341 S. 3rd St

2801 Slater Rd #200

3130 22nd Ave SE

City

Crawfordville

Columbus

Morrisville

Naples

10015 Old Columbia Road, Suite Columbia

B 215

220 S. Buchanan Street

Edwardsville

4532 Bancroft Drive

New Orleans

9301 sw 4 st

Miami

1500 E. Venice Avenue

Venice

2 Omega Drive

Stamford

141 Ridgeway Dr

Lafayette

8 Market Place, Suite 300

Baltimore

13545 Progress Boulevard, Suite Alachua

100

201 N Franklin St #400

Tampa

30 Knox Drive

Piscataway

1375 Jackson Street, Suite 206 Fort Myers

13457 Warba Ave

1070 Washington Ave

819 SW Federal Hwy #201

5247 Angel Lake Dr

116 Prides Way Drive

16301 PALM BEACH BLVD

9350 S Dixie Highway

2121 N. California Blvd

Port Charlotte

Albany

Stuart

JacksonvilleJacksonville

Lexington

Alva

Miami

Walnut Creek

ST Phone

Primary Email *

FL (448) 220-7004 bbpowerconstruction@gmail.com

OH (614) 715-4242 iandmtransport2@gmail.com

NC (919) 990-8191 bids@iem.com

FL (352) 210-5642 immokaleelandmanagement@gmail.co

m

MD (443) 257-0086 statebids@infojiniconsulting.com

IL (847) 737-5395 bid.opportunities@i-s-consulting.com

LA (917) 720-7327 julia@iseechange.org

FL (405) 952-4546 jandygroups@gmail.com

FL (941) 445-4045 Michael.butler@jecharlotte.com

CT (203) 251-0200 patfisher@janusassociates.com

LA (225) 577-5762 agreer@jdm-vet.com

MD (443) 618-6755 heidi@jeezny.com

FL (325) 377-5821 Marketing@jonesedmunds.com

FL (407) 898-1511 florida.marketing@kimley-horn.com

NJ (800) 766-6616 salessupport@kubra.com

FL (239) 334-3366 Jim@larueplanning.com

FL (203) 448-8904 julia@lawnandlandservices.net

NY (941) 677-0301 christine@laughtofeelgood.com

FL (844) 458-5237 bnugent@levelbestroofing.com

FL (305) 775-9942 Wirerunnerfl@gmail.com

SC (803) 957-7111 Jeff@lowcountrybilling.com

FL (239) 645-0726 mairrigationservices@gmail.com

FL (516) 821-7300 itorelli@mjengineers.com

CA (916) 928-4600 rfpadmin@mgocpa.com

Commodity

Codes:

94600,94614,94645,94638,94648,94656,91849,91800,95800,95840

* All email addresses listed on the Vendor Registration have been notified.

Page:

5

Commodity Codes

• NAICS 541611Administrative Management and General Management Consulting Services

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