Plan Snapshot
- Plan Sponsor: San Diego Gas & Electric Company
- Sponsor EIN: 951184800
- Sponsor Address: 488 8TH AVENUE, MAILSTOP HQ04N5, SAN DIEGO, CA, 92101
- Plan Type: DB
- Total Participants: 4,612
- Total Assets: $842.4M
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 | 4,612 | $842.4M | $27.3M | $0 |
| 2023 | 4,534 | $831.0M | $37.6M | $0 |
| 2022 | 4,365 | $774.9M | $76.4M | $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 LLC | NONE | $1,096,118 | — | $1,096,118 |
| LEGAL & GENERAL INVEST MGMT AMERICA | NONE | $574,489 | — | $574,489 |
| THE BANK OF NEW YORK MELLON | NONE | $147,406 | — | $147,406 |
| FIDELITY INSTITUTIONAL ASSET MGMT. | NONE | $140,155 | — | $140,155 |
| DELOITTE & TOUCHE | NONE | $102,153 | — | $102,153 |
| PRINCIPAL GLOBAL INVESTORS, LLC | NONE | $99,205 | — | $99,205 |
| WELLINGTON FD | NONE | $89,078 | — | $89,078 |
| WILLIAM BLAIR | NONE | $76,475 | — | $76,475 |
| ANTHEM BLUE CROSS LIFE AND HEALTH I | NONE | $75,468 | — | $75,468 |
| PIMCO | NONE | $70,314 | — | $70,314 |
| PRUDENTIAL | NONE | $66,794 | — | $66,794 |
| BLACKROCK BGI | NONE | $57,278 | — | $57,278 |
| DELTA DENTAL OF CALIFORNIA | NONE | $57,164 | — | $57,164 |
| SSGA GLOBAL | NONE | $33,962 | — | $33,962 |
| BLUE CROSS OF CALIFORNIA | NONE | $32,190 | — | $32,190 |
| PARAMETRIC | NONE | $26,188 | — | $26,188 |
| AON HEWITT INVESTMENT | NONE | $12,619 | — | $12,619 |
| DELOITTE TAX LLP | NONE | $5,294 | — | $5,294 |
| NASDAQ EVESTMENT | NONE | $5,204 | — | $5,204 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — NONE
- DELOITTE & TOUCHE — NONE
- PRUDENTIAL — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,767,554
- Estimated Expense Ratio: 0.329% 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 | $3,487,223 | $1,235,600 | $980,289 | $107,447 | — |
| 2023 | $3,427,152 | $1,217,056 | $1,016,018 | $104,990 | — |
| 2022 | $3,611,524 | $1,246,809 | $1,135,588 | — | $584,251 |