# Southern California Edison Company 401(k) Plan
Source: https://planprovider.pro/companies/southern-california-edison-company-401k-plan

> Southern California Edison Company&#39;s 401(k) plan: 13,749 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/charles-schwab-and-co-inc) — INVESTMENT MANAGEMENT

- [MCCONNELL & JONES, LLP](https://planprovider.pro/provider/mcconnell-and-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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/southern-california-edison-company-401k-plan)

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