# Puget Sound Energy, INC. 401(k) Plan
Source: https://planprovider.pro/companies/puget-sound-energy-inc-401k-plan

> Puget Sound Energy, INC.'s 401(k) plan: 3,290 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Puget Sound Energy, INC.

- **Sponsor EIN:** 910374630

- **Sponsor Address:** 355 110TH AVE NE, BELLEVUE, WA, 98004

- **Plan Type:** 401(k)

- **Total Participants:** 3,290

- **Total Assets:** $1.3B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **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|3,290|$1.3B|$32.0M|$48.9M|

| 2023|3,409|$1.2B|$30.5M|$45.8M|

| 2022|3,306|$1.0B|$26.3M|$40.6M|

## 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|

| T ROWE PRICE RPS INC|NONE|$174,154|—|$174,154|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $174,154

- **Estimated Expense Ratio:** 0.013% 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|$173,169|—|—|—|—|

| 2023|$166,112|—|—|—|—|

| 2022|$167,722|—|—|—|—|

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