Pacific Gas And Electric Company DB Plan

Form 5500 filing data for plan year 2024.

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202428,573$17.6B$327.0M$1.1M
202327,500$18.0B$327.0M$1.0M
202225,647$17.1B$346.3M$1.2M
202024,401$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 LLCNONE$3,826,527$3,826,527
PIMCONONE$2,302,917$2,302,917
NISA INVESTMENT ADVISORS, LLCNONE$2,220,492$2,220,492
BLACKROCK FINANCIALNONE$2,105,258$2,105,258
NUMERIC INVESTORS LLCNONE$2,022,855$2,022,855
DODGE & COXNONE$1,998,906$1,998,906
WELLINGTON MANAGEMENT COMPANYNONE$1,636,125$1,636,125
LEGAL & GENERAL INVESTMENTNONE$1,557,695$1,557,695
RUSSELL IMPLEMENTATION SVCSNONE$1,480,854$1,480,854
RREEF AMERICA L.L.C.NONE$1,321,455$1,321,455
AQR CAPITAL MANAGEMENTNONE$1,174,413$1,174,413
T. ROWE PRICENONE$1,134,717$1,134,717
BANK OF NEW YORK MELLONTRUSTEE/ CUSTODIAN$1,100,622$1,100,622
OAKTREE CAPITAL MGMT LPNONE$962,625$962,625
FIRST SENTIER INVESTORSNONE$864,585$864,585
ADELANTE CAPITAL MGMT LLCNONE$813,820$813,820
NUVEEN ASSET MGMT LLCNONE$813,653$813,653
GROOM LAW GROUP, CHARTEREDNONE$644,677$644,677
TIMESSQUARE CAPITAL MGMTNONE$456,427$456,427
DEPRINCE, RACE & ZOLLO, INC.NONE$317,476$317,476
LEGATO CAPITAL MGMT LLCNONE$215,932$215,932
PUGH CAPITAL MGMT, INC.NONE$170,303$170,303
RHUMBLINE ADVISORSNONE$159,080$159,080
BAKER TILLY US, LLPAuditor$78,280$78,280
MOSS ADAMS LLPNONE$78,280$78,280
MERCER INVESTMENTS LLCNONE$51,359$51,359
APEX CUSTODIAN MONITORING SERVICESNONE$36,078$36,078
PACIFIC GAS & ELECTRICPLAN SPONSOR$35,134$35,134
EVESTMENT ALLIANCE, LLCNONE$28,187$28,187
MSCINONE$12,567$12,567
BREGE COMMUNICATIONS INC.NONE$5,650$5,650

Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

  • Total Service Provider Fees: $29,626,949
  • 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

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