# San Diego Electrical Pension Trust DB Plan
Source: https://planprovider.pro/companies/san-diego-electrical-pension-trust-plan

> San Diego Electrical Pension Trust's DB plan: 4,314 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** San Diego Electrical Pension Trust

- **Sponsor EIN:** 956101801

- **Sponsor Address:** P.O. BOX 231219, SAN DIEGO, CA, 921931219

- **Plan Type:** DB

- **Total Participants:** 4,314

- **Total Assets:** $512.0M

## 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|4,314|$512.0M|$0|$0|

| 2023|4,129|$433.0M|$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|

| PKF SAN DIEGO|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$3,520,873|$2,102,747|—|—|—|

| 2023|$3,306,206|$2,046,093|—|—|$266,477|

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