Plan Snapshot
- Plan Sponsor: Sempra
- Sponsor EIN: 330732627
- Sponsor Address: 488 8TH AVENUE, SAN DIEGO, CA, 92101
- Plan Type: 401(k)
- Total Participants: 1,078
- Total Assets: $500.0M
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 | 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 | NONE | $38,840 | — | $38,840 |
| NORTHERN TRUST COMPANY | NONE | $10,686 | — | $10,686 |
| FISHER INVESTMENTS | NONE | $5,225 | — | $5,225 |
| DELOITTE & TOUCHE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FISHER INVESTMENTS — NONE
- DELOITTE & TOUCHE — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,751
- Estimated Expense Ratio: 0.011% 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 | $38,840 | — | — | — | — |
| 2023 | $38,233 | — | — | — | — |
| 2022 | $39,502 | — | — | — | — |