Plan Snapshot
- Plan Sponsor: Dominion Energy, INC.
- Sponsor EIN: 256263994
- Sponsor Address: 120 TREDEGAR ST, CLEARINGHOUSE 3FL, RICHMOND, VA, 232194306
- Plan Type: 401(k)
- Plan Number: 047
- Total Participants: 0
- Total Assets: $8.3B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $8.3B | $0 | $0 |
| 2023 | 0 | $9.1B | $0 | $0 |
| 2022 | 0 | $8.8B | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| AXIOM INTERNATIONAL INVESTORS LLC | Other Service Provider | $3,236,968 | — | $3,236,968 |
| 1607 CAPITAL PARTNERS, LLC | Other Service Provider | $1,922,266 | — | $1,922,266 |
| J.P. MORGAN INVESTMENT | Recordkeeper | $1,697,539 | — | $1,697,539 |
| SANDS CAPITAL MANAGEMENT, LLC | Other Service Provider | $1,258,830 | — | $1,258,830 |
| JENNISON ASS. CAPITAL CORP | Other Service Provider | $1,194,101 | — | $1,194,101 |
| DOMINION RESOURCES SERVICES | Other Service Provider | $1,164,737 | — | $1,164,737 |
| WELLINGTON MANAGEMENT COMPANY, | Other Service Provider | $1,149,379 | — | $1,149,379 |
| GOLDMAN SACH ASSET MANAGEMENT | Investment Advisor | $1,069,563 | — | $1,069,563 |
| PACIFIC INVESTMENT MANAGEMENT | Other Service Provider | $1,023,221 | — | $1,023,221 |
| SILCHESTER INTERNATIONAL VALUE | Other Service Provider | $929,909 | — | $929,909 |
| LSV ASSET MANAGEMENT | Other Service Provider | $733,833 | — | $733,833 |
| RIVERBRIDGE PARTNERS, LLC | Other Service Provider | $729,585 | — | $729,585 |
| ACADIAN ASSET MANAGEMENT LLC | Other Service Provider | $698,307 | — | $698,307 |
| PJT PARTNERS | Other Service Provider | $604,056 | — | $604,056 |
| ALLSPRING INTERMEDIATE II LLC | Other Service Provider | $571,974 | — | $571,974 |
| NISA INVESTMENT ADVISORS | Other Service Provider | $568,279 | — | $568,279 |
| BLACKROCK INSTITUTIONAL TRUST | Other Service Provider | $468,015 | — | $468,015 |
| BNY MELLON | Other Service Provider | $405,272 | — | $405,272 |
| SCHRODER INVESTMENT MANAGEMENT | Other Service Provider | $368,938 | — | $368,938 |
| KIRKLAND & ELLIS LLP | ERISA Attorney | $281,813 | — | $281,813 |
| ERNST & YOUNG U.S. LLP | Auditor | $231,039 | — | $231,039 |
| JOHN HANCOCK LIFE INSURANCE | Recordkeeper | $204,414 | — | $204,414 |
| NEWEDGE USA LLC, NEW YORK | Other Service Provider | — | $174,273 | $174,273 |
| MSCI, INC. | Other Service Provider | $159,420 | — | $159,420 |
| BANK OF AMERICA CORP, CHARLOTTE | Other Service Provider | — | $115,142 | $115,142 |
| MORGAN STANLEY AND CO., LLC, NEW YO | Other Service Provider | — | $103,540 | $103,540 |
| GOLDMAN SACHS & CO, NY | Investment Advisor | — | $95,221 | $95,221 |
| WILLIAM BLAIR & CO, CHICAGO | Other Service Provider | — | $83,645 | $83,645 |
| CENTERSQUARE INVESTMENT | Other Service Provider | $82,746 | — | $82,746 |
| JEFFERIES & CO INC, NEW YORK | Other Service Provider | — | $76,629 | $76,629 |
| CLSA AMERICAS, NEW YORK | Other Service Provider | — | $75,846 | $75,846 |
| LIQUIDNET INC, NEW YORK | Other Service Provider | — | $59,182 | $59,182 |
| CITIGROUP GLOBAL MARKETS, INC., NEW | Other Service Provider | — | $49,169 | $49,169 |
| UBS SECURITIES LLC, STAMFORD | Other Service Provider | — | $48,124 | $48,124 |
| UBS EQUITIES, LONDON | Other Service Provider | — | $44,950 | $44,950 |
| PIPER JAFFRAY & CO., JERSEY CITY | ERISA Attorney | — | $41,060 | $41,060 |
| RBC CAPITAL MARKETS LLC, NEW YORK | Other Service Provider | — | $38,485 | $38,485 |
| VIRTU AMERICAS LLC, NEW YORK | Other Service Provider | — | $35,722 | $35,722 |
| MERRILL LYNCH INTL LONDON EQUITIES | Other Service Provider | — | $34,363 | $34,363 |
| BANQUE PARIBAS, PARIS | Other Service Provider | — | $33,137 | $33,137 |
| HSBC SECS INC, NEW YORK | Other Service Provider | — | $32,758 | $32,758 |
| HSBC BANK PLC (MIDLAND BK)(JAC), LO | Other Service Provider | — | $30,500 | $30,500 |
| BLOOMBERG L.P. | Other Service Provider | $30,250 | — | $30,250 |
| BARCLAYS CAPITAL LE, NEW YORK | Other Service Provider | — | $28,332 | $28,332 |
| DEUTSCHE BK SECS INC, NY (NWSCUS33) | Other Service Provider | — | $27,776 | $27,776 |
| MIZUHO SECURITIES USA INC. NEW YORK | Other Service Provider | — | $27,735 | $27,735 |
| WINTERFLOOD SECS, LONDON | Other Service Provider | — | $26,883 | $26,883 |
| JEFFERIES & CO LTD, LONDON | Other Service Provider | — | $26,869 | $26,869 |
| JONESTRADING INST SVCS LLC, NEW YOR | Other Service Provider | — | $25,607 | $25,607 |
| REED SMITH LLP | ERISA Attorney | $24,565 | — | $24,565 |
| COWEN AND CO LLC, NEW YORK | Other Service Provider | — | $22,749 | $22,749 |
| J P MORGAN SECS LTD, LONDON | Recordkeeper | — | $22,660 | $22,660 |
| J.P MORGAN SECURITIES INC, NEW YORK | Other Service Provider | — | $22,360 | $22,360 |
| BMO CAPITAL MARKETS CORP, NEW YORK | Other Service Provider | — | $21,619 | $21,619 |
| PITCHBOOK DATA INC | Other Service Provider | $21,155 | — | $21,155 |
| ISI GROUP INC, NEW YORK | Other Service Provider | — | $20,981 | $20,981 |
| INVESTEC SECURITIES (331), LONDON | Other Service Provider | — | $20,825 | $20,825 |
| MORGAN LEWIS & BOCKIUS LLP | ERISA Attorney | $20,577 | — | $20,577 |
| FIDELITY CAPITAL MARKETS, NEW YORK | Other Service Provider | — | $20,471 | $20,471 |
| BTIG LLC, NEW YORK | Other Service Provider | — | $20,438 | $20,438 |
| CITIGROUP GLOBAL MARKETS LTD, LONDO | Other Service Provider | — | $19,282 | $19,282 |
| EVESTMENT ALLIANCE HOLDINGS | Other Service Provider | $18,947 | — | $18,947 |
| SILVERPEAK LEGACY PTNRS II | Other Service Provider | $18,798 | — | $18,798 |
| CLEAR STREET LLC, NEW YORK | Other Service Provider | — | $18,735 | $18,735 |
| MISCHLER FINANCIAL GROUP INC, NEW Y | Other Service Provider | — | $17,057 | $17,057 |
| DEBEVIOS AND PLIMPTON | ERISA Attorney | $16,000 | — | $16,000 |
| WELLS FARGO SECURITIES, LLC, NEW YO | Other Service Provider | — | $15,773 | $15,773 |
| CITIGROUP GLOBAL MARKETS EURO, FRAN | Other Service Provider | — | $14,439 | $14,439 |
| BAIRD, ROBERT W & CO INC, MILWAUKEE | Other Service Provider | — | $14,361 | $14,361 |
| PERSHING SECURITIES LTD, LONDON | Other Service Provider | — | $12,162 | $12,162 |
| NUMIS SECURITIES INC., NEW YORK | Other Service Provider | — | $11,359 | $11,359 |
| TAYLOR COLLISON LTD, ADELAIDE | Other Service Provider | — | $10,558 | $10,558 |
| MAREX FINANCIAL LIMITED, LONDON | Other Service Provider | — | $10,473 | $10,473 |
| PERSHING LLC, JERSEY CITY | Investment Advisor | — | $10,412 | $10,412 |
| UBS WARBURG ASIA LTD, HONG KONG | Other Service Provider | — | $10,231 | $10,231 |
| MIRAE ASSET SECURITIES, SEOUL | Other Service Provider | — | $9,788 | $9,788 |
| INSTINET CLEARING SER INC, NEW YORK | Other Service Provider | — | $9,594 | $9,594 |
| BARCLAYS CAPITAL, LONDON (BARCGB33) | Other Service Provider | — | $9,441 | $9,441 |
| ROPES & GRAY, LLP | ERISA Attorney | $9,401 | — | $9,401 |
| SUNTRUST CAPITAL MARKETS INC, NEW Y | Other Service Provider | — | $8,673 | $8,673 |
| GUGGENHEIM CAPITAL MARKETS LLC, NEW | Other Service Provider | — | $8,588 | $8,588 |
| PANMURE GORDON & CO LTD, LONDON | Other Service Provider | — | $8,574 | $8,574 |
| PEEL HUNT LLP, LONDON | Other Service Provider | — | $8,474 | $8,474 |
| J.P. MORGAN SECURITIES, HONG KONG | Recordkeeper | — | $8,405 | $8,405 |
| CREDIT INDUSTRIEL ET COMMERCIAL, PA | Other Service Provider | — | $8,327 | $8,327 |
| MERCER | Other Service Provider | $8,000 | — | $8,000 |
| BERENBERG GOSSLER & CIE, HAMBURG | Other Service Provider | — | $7,818 | $7,818 |
| CREDIT MUTUEL-CIC BANQUES, PARIS | Other Service Provider | — | $7,786 | $7,786 |
| THE NORTHERN TRUST COMPANY | Other Service Provider | $7,636 | — | $7,636 |
| ABEL NOSER, NEW YORK | Other Service Provider | — | $7,433 | $7,433 |
| MACQUARIE SECURITIES LIMITED, HONG | Other Service Provider | — | $7,340 | $7,340 |
| KPMG TAIWAN AGENT | Other Service Provider | $7,305 | — | $7,305 |
| RAYMOND JAMES & ASSOC INC, ST PETER | Recordkeeper | — | $7,254 | $7,254 |
| UBS WARBURG SEC,TAIWAN | Other Service Provider | — | $7,101 | $7,101 |
| BNP PARIBAS FINANCIAL MARKETS, PARI | Other Service Provider | — | $6,974 | $6,974 |
| OLD WELL LABS INC | Other Service Provider | $6,901 | — | $6,901 |
| TOKAI TOKYO SEC CO LTD, TOKYO | Other Service Provider | — | $6,864 | $6,864 |
| INSTINET EUROPE LIMITED, LONDON | Other Service Provider | — | $6,848 | $6,848 |
| COMMITTEE ON INVESTMENT IN EMPLOYEE | Other Service Provider | $6,495 | — | $6,495 |
| JP MORGAN SECS (FAR EAST) LTD, SEOU | Other Service Provider | — | $6,170 | $6,170 |
| INSTINET PACIFIC LTD, HONG KONG | Other Service Provider | — | $6,116 | $6,116 |
| DAIWA SECS SMBC CATHAY CO, TAIPEI | Other Service Provider | — | $5,835 | $5,835 |
| CANTOR FITZGERALD & CO INC, NEW YOR | Other Service Provider | — | $5,642 | $5,642 |
| ODDO ET CIE, PARIS | Other Service Provider | — | $5,503 | $5,503 |
| ALBOURNE AMERICA LLC | ERISA Attorney | $5,500 | — | $5,500 |
| SINGER CAPITAL MARKETS LTD, LONDON | Other Service Provider | — | $5,331 | $5,331 |
| CONIFER SECURITIES LLC, JERSEY CITY | Other Service Provider | — | $5,237 | $5,237 |
| BANCO ITAU, SAO PAULO | Other Service Provider | — | $5,098 | $5,098 |
| CACEIS BANK, PARIS | Other Service Provider | — | $5,090 | $5,090 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- J.P. MORGAN INVESTMENT — Recordkeeper
- GOLDMAN SACH ASSET MANAGEMENT — Investment Advisor
- ERNST & YOUNG U.S. LLP — Auditor
- JOHN HANCOCK LIFE INSURANCE — Recordkeeper
- GOLDMAN SACHS & CO, NY — Investment Advisor
- PIPER JAFFRAY & CO., JERSEY CITY — ERISA Attorney
- J P MORGAN SECS LTD, LONDON — Recordkeeper
- MORGAN LEWIS & BOCKIUS LLP — ERISA Attorney
- DEBEVIOS AND PLIMPTON — ERISA Attorney
- PERSHING LLC, JERSEY CITY — Investment Advisor
- J.P. MORGAN SECURITIES, HONG KONG — Recordkeeper
- RAYMOND JAMES & ASSOC INC, ST PETER — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,822,931
- Estimated Expense Ratio: 0.273% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |