Subscription to erisa plan data
Ended Purchase Order Awarded Last action
- Contract number
- 50310223P0055
- Awardee
-
Asset International, Inc. UEI JUSEABWV85R3
- Awarding agency
-
Securities and Exchange Commission
- Obligated
- $350,000
Award facts
- Opportunity
-
- Sources Sought Notice for retirement assets data subscription Pre-Solicitation · 50310223Q0120 · Posted Jun 14, 2023
- Contract value 100% obligated
- $350,000.00 Current and potential, with all options
- Completion date 100% complete
- Current and potential, with all options
- Contracting staff
- NAICS code
- 519290 Web Search Portals and All Other Information Services
- PSC
- 7H20 It And Telecom - Platform Products: Database, Mainframe, Middleware (Hw, Perpetual License Software)
- Set-aside
- No set-aside
- Competition
- Not Competed under SAP · 1 offer Simplified Acquisition
- Pricing
- Firm Fixed Price
- Place of performance
- Washington, DC 20549, USA
Award details come from SAM.gov/FPDS.
Transactions
| Action | Obligated | Date |
|---|---|---|
| Other Administrative Action | $0 | |
| Supplemental Agreement for work within scope | $0 | |
| Exercise an Option | $180,000 | |
| Original award | $170,000 |
About this award
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 management data for SEC registrants and private funds, investment advisor information, and investment vehicle and plan details spanning at least five years of historical data. No set-aside designation was used in this award. The contract includes firm fixed-price pricing for the base period and was pursued through a pre-solicitation sources sought notice that identified Asset International as the incumbent contractor.
The contract originally contemplated a base period plus four 12-month option periods; however, option periods II, III, and IV, which would have added $540,000 in value, will not be exercised in accordance with a White House memorandum on radical transparency regarding wasteful spending. Asset International, headquartered in Rockville, Maryland, specializes in providing data, insights, and business intelligence solutions for the financial services industry with particular expertise in ERISA plan data analysis. The company has established itself as a critical federal data provider through multiple contracts with the SEC, Department of Labor's Employee Benefits Security Administration, and related agencies, offering web-based platforms with data query functionality and visualization capabilities to support federal agencies' monitoring and analysis of retirement plan trends, funding, service providers, and investments.
Quick answers
Who was awarded contract 50310223P0055?
50310223P0055 was awarded to Asset International, Inc. by Securities and Exchange Commission on October 1, 2023.
How much is contract 50310223P0055 worth?
The government has obligated $350,000 on 50310223P0055.
Was contract 50310223P0055 competed?
The extent of competition for 50310223P0055 was not competed under sap. The government received 1 offer.
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