Plan Snapshot
- Plan Sponsor: Pacific Gas And Electric Company
- Sponsor EIN: 940742640
- Sponsor Address: ATTEN. BENEFITS, OAKLAND, CA, 94612
- Plan Type: DB
- Total Participants: 28,573
- Total Assets: $17.6B
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 | 28,573 | $17.6B | $327.0M | $1.1M |
| 2023 | 27,500 | $18.0B | $327.0M | $1.0M |
| 2022 | 25,647 | $17.1B | $346.3M | $1.2M |
| 2020 | 24,401 | $21.4B | $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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | Recordkeeper | $3,826,527 | — | $3,826,527 |
| PIMCO | Other Service Provider | $2,302,917 | — | $2,302,917 |
| NISA INVESTMENT ADVISORS, LLC | Other Service Provider | $2,220,492 | — | $2,220,492 |
| BLACKROCK FINANCIAL | Other Service Provider | $2,105,258 | — | $2,105,258 |
| NUMERIC INVESTORS LLC | Other Service Provider | $2,022,855 | — | $2,022,855 |
| DODGE & COX | Other Service Provider | $1,998,906 | — | $1,998,906 |
| WELLINGTON MANAGEMENT COMPANY | Other Service Provider | $1,636,125 | — | $1,636,125 |
| LEGAL & GENERAL INVESTMENT | Other Service Provider | $1,557,695 | — | $1,557,695 |
| RUSSELL IMPLEMENTATION SVCS | Investment Advisor | $1,480,854 | — | $1,480,854 |
| RREEF AMERICA L.L.C. | Other Service Provider | $1,321,455 | — | $1,321,455 |
| AQR CAPITAL MANAGEMENT | Other Service Provider | $1,174,413 | — | $1,174,413 |
| T. ROWE PRICE | Other Service Provider | $1,134,717 | — | $1,134,717 |
| BANK OF NEW YORK MELLON | Custodian / Trustee | $1,100,622 | — | $1,100,622 |
| OAKTREE CAPITAL MGMT LP | Other Service Provider | $962,625 | — | $962,625 |
| FIRST SENTIER INVESTORS | Other Service Provider | $864,585 | — | $864,585 |
| ADELANTE CAPITAL MGMT LLC | Other Service Provider | $813,820 | — | $813,820 |
| NUVEEN ASSET MGMT LLC | Other Service Provider | $813,653 | — | $813,653 |
| GROOM LAW GROUP, CHARTERED | ERISA Attorney | $644,677 | — | $644,677 |
| TIMESSQUARE CAPITAL MGMT | Other Service Provider | $456,427 | — | $456,427 |
| DEPRINCE, RACE & ZOLLO, INC. | Other Service Provider | $317,476 | — | $317,476 |
| LEGATO CAPITAL MGMT LLC | Other Service Provider | $215,932 | — | $215,932 |
| PUGH CAPITAL MGMT, INC. | Other Service Provider | $170,303 | — | $170,303 |
| RHUMBLINE ADVISORS | Other Service Provider | $159,080 | — | $159,080 |
| MOSS ADAMS LLP | Recordkeeper | $78,280 | — | $78,280 |
| MERCER INVESTMENTS LLC | Other Service Provider | $51,359 | — | $51,359 |
| APEX CUSTODIAN MONITORING SERVICES | Other Service Provider | $36,078 | — | $36,078 |
| PACIFIC GAS & ELECTRIC | Other Service Provider | $35,134 | — | $35,134 |
| EVESTMENT ALLIANCE, LLC | Other Service Provider | $28,187 | — | $28,187 |
| MSCI | Recordkeeper | $12,567 | — | $12,567 |
| BREGE COMMUNICATIONS INC. | Other Service Provider | $5,650 | — | $5,650 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — Recordkeeper
- RUSSELL IMPLEMENTATION SVCS — Investment Advisor
- GROOM LAW GROUP, CHARTERED — ERISA Attorney
- MOSS ADAMS LLP — Recordkeeper
- MSCI — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,548,669
- Estimated Expense Ratio: 0.168% 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 | $35,080,124 | $21,700,435 | $3,725,694 | $78,280 | — |
| 2023 | $36,906,407 | $23,490,265 | $4,012,923 | $74,550 | — |
| 2022 | $38,561,780 | $26,351,569 | $5,097,245 | — | $1,257,089 |
| 2020 | $45,828,656 | $37,695,688 | $4,907,802 | — | — |