# Dominion Energy, INC. 401(k) Plan
Source: https://planprovider.pro/companies/dominion-energy-inc-256263994-047

> Dominion Energy, INC.'s 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

- [GOLDMAN SACH ASSET MANAGEMENT](https://planprovider.pro/provider/goldman-sachs) — Investment Advisor

- [ERNST & YOUNG U.S. LLP](https://planprovider.pro/provider/ernst-and-young-llp) — Auditor

- [JOHN HANCOCK LIFE INSURANCE](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [GOLDMAN SACHS & CO, NY](https://planprovider.pro/provider/goldman-sachs) — Investment Advisor

- [PIPER JAFFRAY & CO., JERSEY CITY](https://planprovider.pro/provider/dla-piper) — ERISA Attorney

- [J P MORGAN SECS LTD, LONDON](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

- [MORGAN LEWIS & BOCKIUS LLP](https://planprovider.pro/provider/meyer-unkovic-and-scott-llp) — ERISA Attorney

- [DEBEVIOS AND PLIMPTON](https://planprovider.pro/provider/debevoise-and-plimpton-llp) — ERISA Attorney

- [PERSHING LLC, JERSEY CITY](https://planprovider.pro/provider/northwestern-mutual) — Investment Advisor

- [J.P. MORGAN SECURITIES, HONG KONG](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

- [RAYMOND JAMES & ASSOC INC, ST PETER](https://planprovider.pro/provider/john-hancock) — 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|—|—|—|—|—|

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