Plan Snapshot
- Plan Sponsor: San Diego Gas & Electric Company
- Sponsor EIN: 951184800
- Sponsor Address: 488 8TH AVENUE, SAN DIEGO, CA, 92101
- Plan Type: 401(k)
- Total Participants: 4,789
- Total Assets: $2.1B
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 | 4,789 | $2.1B | $21.1M | $80.2M |
| 2023 | 4,936 | $1.9B | $20.0M | $76.6M |
| 2022 | 4,805 | $1.7B | $18.8M | $72.7M |
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 |
|---|---|---|---|---|
| T ROWE PRICE RPS INC | NONE | $203,999 | — | $203,999 |
| NORTHERN TRUST COMPANY | NONE | $49,433 | — | $49,433 |
| FINANCIAL ALTERNATIVES INC | NONE | $6,119 | — | $6,119 |
| WILSEY ASSET MANAGEMENT INC | NONE | $6,084 | — | $6,084 |
| DELOITTE & TOUCHE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DELOITTE & TOUCHE — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $265,635
- Estimated Expense Ratio: 0.012% 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 | $203,999 | — | — | — | — |
| 2023 | $204,788 | — | — | — | — |
| 2022 | $202,351 | — | — | — | — |