Plan Snapshot
- Plan Sponsor: Southern California Edison Company
- Sponsor EIN: 951240335
- Sponsor Address: 2244 WALNUT GROVE AVE., ROSEMEAD, CA, 917703714
- Plan Type: 401(k)
- Total Participants: 13,749
- Total Assets: $6.4B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 13,749 | $6.4B | $136.0M | $196.8M |
| 2023 | 14,119 | $5.7B | $120.8M | $184.4M |
| 2022 | 13,202 | $4.9B | $102.2M | $167.8M |
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 |
|---|---|---|---|---|
| EDELMAN FINANCIAL ENGINES, LLC | INVESTMENT MANAGEMENT | $2,155,903 | — | $2,155,903 |
| T. ROWE PRICE ASSOCIATES, INC. | INVESTMENT MANAGEMENT | $832,565 | — | $832,565 |
| ALLIANCE BERNSTEIN | INVESTMENT ADVISOR | $499,236 | — | $499,236 |
| STATE STREET BANK AND TRUST COMPANY | CUSTODY/TRUSTEE | $492,533 | — | $492,533 |
| PIMCO | INVESTMENT MANAGEMENT | $280,792 | — | $280,792 |
| MARATHON ASSET MANAGEMENT LIMITED | INVESTMENT MANAGEMENT | $254,748 | — | $254,748 |
| CHARLES SCHWAB & CO, INC. | INVESTMENT MANAGEMENT | $91,452 | — | $91,452 |
| STATE STREET GLOBAL ADVISORS TRUST | INVESTMENT MANAGEMENT | $72,172 | — | $72,172 |
| MCCONNELL & JONES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHARLES SCHWAB & CO, INC. — INVESTMENT MANAGEMENT
- MCCONNELL & JONES, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,679,401
- Estimated Expense Ratio: 0.073% 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 | $4,949,981 | $4,949,981 | — | — | — |
| 2023 | $3,703,004 | $3,703,004 | — | — | — |
| 2022 | $5,373,839 | $5,373,839 | — | — | — |