Plan Snapshot
- Plan Sponsor: Sempra
- Sponsor EIN: 330732627
- Sponsor Address: 488 8TH AVENUE, MAILSTOP HQ04N5, SAN DIEGO, CA, 92101
- Plan Type: DB
- Total Participants: 896
- Total Assets: $238.3M
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 | 896 | $238.3M | $10.8M | $0 |
| 2023 | 775 | $227.4M | $7.9M | $0 |
| 2022 | 717 | $210.0M | $7.9M | $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 | Recordkeeper | $488,822 | — | $488,822 |
| LEGAL & GENERAL INVEST MGMT AMERICA | Other Service Provider | $167,460 | — | $167,460 |
| DELOITTE & TOUCHE | Auditor | $40,510 | — | $40,510 |
| THE BANK OF NEW YORK MELLON | Other Service Provider | $38,902 | — | $38,902 |
| FIDELITY INSTITUTIONAL ASSET MGMT. | Other Service Provider | $37,089 | — | $37,089 |
| PRINCIPAL GLOBAL INVESTORS, LLC | Other Service Provider | $26,280 | — | $26,280 |
| WELLINGTON FD | Other Service Provider | $23,452 | — | $23,452 |
| WILLIAM BLAIR | Other Service Provider | $20,253 | — | $20,253 |
| PIMCO | Other Service Provider | $18,623 | — | $18,623 |
| PRUDENTIAL | Recordkeeper | $17,691 | — | $17,691 |
| BLACKROCK BGI | Other Service Provider | $15,174 | — | $15,174 |
| SSGA GLOBAL | Other Service Provider | $8,941 | — | $8,941 |
| PARAMETRIC | Other Service Provider | $6,934 | — | $6,934 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — Recordkeeper
- DELOITTE & TOUCHE — Auditor
- PRUDENTIAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $910,131
- Estimated Expense Ratio: 0.382% 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 | $1,152,341 | $342,334 | $274,152 | $44,972 | — |
| 2023 | $1,053,653 | $333,547 | $252,368 | $44,059 | — |
| 2022 | $1,078,298 | $335,699 | $268,292 | — | $278,904 |