403b Retirement Plan Services

Estimated Value: $102,500
Open 22 days left TexasFinancial Servicessolicitation
Aug 27, 2026
Nov 9, 2026 10:00 AM
Financial Services
solicitation
523920
AI Summary
This solicitation is for an experienced and licensed financial management institution or plan manager to administer 403(b) retirement plans for Head Start Greater Dallas, Inc.'s 687 employees. The selected entity must have a proven track record with non-profit organizations and provide the services and duties requested in the RFP.
Line Items
ItemQtyUnitEst. Unit PriceEst. TotalCategory
403(b) Retirement Plan Administration Services (Annual Fee) 1 year $75,000.00 $75,000.00 Professional Services
Employee Education and Communication Services (Annual Fee) 1 year $15,000.00 $15,000.00 Professional Services
Recordkeeping and Reporting Services (Annual Fee) 1 year $10,000.00 $10,000.00 Professional Services
Compliance and Fiduciary Support Services (Annual Fee) 1 year $2,500.00 $2,500.00 Professional Services
Estimated Bid Value$102,500.00

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📎 ESBD_554002_1787849181362_RFP260101 403b Retirement Plan Services_ 8-27-26.pdf View
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