Plan Snapshot
- Plan Sponsor: Pg&E Corporation
- Sponsor EIN: 943234914
- Sponsor Address: 300 LAKESIDE DRIVE, OAKLAND, CA, 94612
- Plan Type: 401(k)
- Total Participants: 10,864
- Total Assets: $4.9B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 10,864 | $4.9B | $81.2M | $195.8M |
| 2023 | 10,231 | $4.3B | $72.8M | $176.6M |
| 2022 | 9,525 | $3.6B | $67.5M | $165.7M |
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 |
|---|---|---|---|---|
| EDELMAN FINANCIAL ENGINES | ADVISOR | $2,143,305 | — | $2,143,305 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $260,213 | — | $260,213 |
| MAH & ASSOCIATES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- MAH & ASSOCIATES, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,403,518
- Estimated Expense Ratio: 0.049% 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 | $2,331,000 | $2,143,000 | — | — | — |
| 2023 | $3,072,000 | $2,315,000 | — | — | — |
| 2022 | $3,005,000 | — | — | — | — |