Purchase Order 1605C125P00028
- Not listed
- The U.S. federal agency, National Office, awarded a $210,000.00 firm-fixed-price definitive contract to Asset International, Inc. to provide a Form 5500 research subscription and data analysis services. The contract has an ultimate completion date of September 19, 2025. Asset International, Inc. is a for-profit company that provides data, insights, and business intelligence solutions for the financial services industry, with a focus on Employee Retirement Income Security Act (ERISA) plan data....
- The Securities and Exchange Commission awarded a firm fixed-price purchase order to Asset International, Inc. for subscription services to Employee Retirement Income Security Act (ERISA) plan data with a ceiling value of $350,000. The contract, effective October 1, 2023, with an ultimate completion date of September 30, 2025, provides the SEC with access to aggregated Form 5500 retirement plan filings matched to public SEC and Financial Industry Regulatory Authority filings, assets under...
- This federal contract award is for a 12-month subscription to the SimFund database provided by Asset International, Inc. (doing business as Asset International) to the Department of Labor's (DOL) Office of Employee Benefits Security Administration (EBSA). The $100,000.00 firm-fixed-price purchase order will allow EBSA to perform detailed analysis of retirement plan investments, combining data from various sources to enhance their regulatory oversight and monitoring capabilities. The contract was...
- This is a $95,089 firm-fixed-price purchase order contract awarded by the Securities and Exchange Commission (SEC) to Asset International, Inc. for access to SIONLINE, a web-based platform offering Employee Retirement Income Security Act (ERISA) plan data, data query functionality, and data visualization methods. The contract has an ultimate completion date of March 31, 2018. Asset International, Inc. is a for-profit company that provides data, insights, and business intelligence solutions for...
- The Department of Labor's Employee Benefits Security Administration awarded a $620,000 firm fixed price contract to Asset International, Inc. to provide Form 5500 research subscription and data analysis services. The contract supports EBSA's mission of identifying trends in retirement plan funding, service providers, fees, and investments by providing at least 30 licenses for edited Form 5500 plan data mapped to SEC, FINRA, and investment performance data, with the option to renew for up to 50...
- The Department of Labor Employee Benefits Security Administration National Office awarded a $155,242.00 firm fixed price purchase order to Morningstar, Inc., a leading provider of independent investment research, to provide a financial global database subscription service to research and study the asset health of employee benefits plans. The award, which does not have a set-aside designation, will provide Morningstar's data, research, tools, and solutions for financial planning, asset...
- This is a federal contract award from the Department of Labor's Employee Benefits Security Administration National Office to Cerulli Associates, Inc., a research and consulting firm specializing in asset management and distribution trends. The $84,000.00 firm fixed-price purchase order is for an online subscription providing access to Cerulli's proprietary databases and reports related to retirement plans, IRAs, annuities, and other economic data. This supports the agency's oversight and...
- The Department of Labor's Employee Benefits Security Administration National Office awarded a $175,670.00 firm fixed price purchase order to S&P Global Market Intelligence LLC, a division of S&P Global Inc., for a Company Valuation Subscription with a base period plus three option years. This subscription service provides S&P's proprietary financial data, analytics, and research to the Department of Labor. S&P Global Market Intelligence has a history of providing similar...
- This is a $475,000.00 firm fixed-price purchase order contract awarded by the Securities and Exchange Commission (SEC) to Institutional Investor LLC, a business-to-business publishing company focused on international finance. The contract is for the provision of an "Absolute Return Database" and does not have a set-aside designation. Institutional Investor LLC has prior experience as a prime contractor and subcontractor providing membership services, subscriptions, training, and...
- The U.S. Department of Labor, Employee Benefits Security Administration (EBSA) National Office awarded a $118,533 firm fixed-price purchase order to Cerulli Associates, Inc. for regulatory support reports and data subscription services. The contract, awarded on September 30, 2025, with a completion date of September 29, 2026, will provide EBSA with access to Cerulli's specialized online subscription services delivering historical, current, and projected data on financial markets, investment...
The U.S. civilian federal agency's National Office awarded a firm fixed-price purchase order valued at $215,250 to Asset International, Inc. for database subscription services through September 18, 2026. The award, announced on September 19, 2025, represents a continuation of the agency's engagement with Asset International for specialized data analytics and research capabilities. The contract carries no set-aside designation and will be performed in Washington, DC. Asset International, a Rockville, Maryland-based firm specializing in Employee Retirement Income Security Act (ERISA) plan data and business intelligence solutions for the financial services sector, has established itself as a critical data provider to multiple federal agencies including the Securities and Exchange Commission and the Department of Labor's Employee Benefits Security Administration. Under this purchase order, the company will provide database subscription services that likely include web-based platforms offering comprehensive Form 5500 retirement plan data, query functionality, and analytical tools that integrate information from regulatory and investment performance databases to support federal retirement plan oversight and analysis. This award aligns with Asset International's established contracting history with federal agencies for ERISA-related data services, typically delivered through sole-source arrangements given the company's specialized capabilities in retirement plan information.
Mod # | Description | ReasonForModification | Federal Obligation | Date |
|---|---|---|---|---|
| Not listed | Not listed | $215.3k | 9/16/25 |