Portfolio management services
Ended Definitive Contract Awarded Last action
- Contract number
- 16PBGC24C0038
- Awardee
-
National Investment Services Of America, LLC UEI KM4UVFTAZ2D5
- Awarding agency
-
Pension Benefit Guaranty Corporation
- Obligated
- $1,104,408
Award facts
- Contract value 100% obligated
- $1,104,408.00 Current and potential, with all options
- Completion date 100% complete
- Current and potential, with all options
- Contracting staff
- NAICS code
- 523940 Portfolio Management and Investment Advice
- PSC
- R710 Support- Management: Financial
- Set-aside
- No set-aside
- Competition
- Full and Open Competition · 28 offers Negotiated Proposal / Quote
- Pricing
- Firm Fixed Price
- Place of performance
- Milwaukee, WI 53202, USA
Award details come from SAM.gov/FPDS.
Transactions
| Action | Obligated | Date |
|---|---|---|
| Close Out | -$306,783 | |
| Terminate for Convenience | $0 | |
| Supplemental Agreement for work within scope | $0 | |
| Other Administrative Action | -$78,809 | |
| Other Administrative Action | $0 | |
| Exercise an Option | $540,000 | |
| Exercise an Option | $550,000 | |
| Other Administrative Action | $0 | |
| Other Administrative Action | $300,000 | |
| Original award | $100,000 |
About this award
The Pension Benefit Guaranty Corporation awarded a definitive contract to National Investment Services Of America, LLC for portfolio management services on January 1, 2024, with a ceiling value of $1,104,408.
The contract addresses de-obligation of excess FY-25 and FY-26 funds in preparation for contract closeout. Place of performance is Milwaukee, Wisconsin. The ultimate completion date is July 29, 2026. Pricing is firm fixed price with no set-aside applied.
Quick answers
Who was awarded contract 16PBGC24C0038?
16PBGC24C0038 was awarded to National Investment Services Of America, LLC by Pension Benefit Guaranty Corporation on January 1, 2024.
How much is contract 16PBGC24C0038 worth?
The government has obligated $1,104,408 on 16PBGC24C0038.
Was contract 16PBGC24C0038 competed?
The extent of competition for 16PBGC24C0038 was full and open competition. The government received 28 offers.
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