Plan Snapshot
- Plan Sponsor: Sempra
- Sponsor EIN: 330732627
- Sponsor Address: 488 8TH AVENUE, SAN DIEGO, CA, 92101
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 1,890
- Total Assets: $562.1M
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. |
|---|---|---|---|---|
| 2025 | 1,890 | $562.1M | $0 | $0 |
| 2024 | 1,078 | $500.0M | $6.1M | $19.0M |
| 2023 | 991 | $442.6M | $5.2M | $16.4M |
| 2022 | 863 | $377.6M | $4.4M | $13.5M |
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 | Other Service Provider | $37,179 | — | $37,179 |
| NORTHERN TRUST COMPANY | Other Service Provider | $7,912 | — | $7,912 |
| EP WEALTH ADVISORS LLC | Other Service Provider | $6,200 | — | $6,200 |
| FISHER INVESTMENTS | Other Service Provider | $5,809 | — | $5,809 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $57,100
- Estimated Expense Ratio: 0.010% 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 |
|---|---|---|---|---|---|
| 2025 | $43,583,853 | — | — | — | — |
| 2024 | $38,840 | — | — | — | — |
| 2023 | $38,233 | — | — | — | — |
| 2022 | $39,502 | — | — | — | — |