Plan Snapshot
- Plan Sponsor: Southern California Edison Company
- Sponsor EIN: 951240335
- Sponsor Address: 2244 WALNUT GROVE AVENUE, ROSEMEAD, CA, 917703714
- Plan Type: DB
- Total Participants: 8,726
- Total Assets: $4.7B
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 | 8,726 | $4.7B | $17.5M | $0 |
| 2023 | 9,333 | $4.7B | $12.9M | $0 |
| 2022 | 9,551 | $4.5B | $0 | $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 |
|---|---|---|---|---|
| GCM GROSVENOR STRATEGIC | Investment Advisor | $3,263,528 | — | $3,263,528 |
| TSG8 LP | Investment Advisor | $1,460,372 | — | $1,460,372 |
| CONDUENT HR SERVICES | Recordkeeper | $1,290,351 | — | $1,290,351 |
| PIMCO BRAVO FD III ONSHORE | Investment Advisor | $1,272,347 | — | $1,272,347 |
| THE BANK OF NEW YORK MELLON | Custodian / Trustee | $1,002,506 | — | $1,002,506 |
| WESTERN ASSET MGMT COMPANY | Investment Advisor | $862,952 | — | $862,952 |
| TSG9 | Investment Advisor | $717,215 | — | $717,215 |
| DODGE & COX | Investment Advisor | $616,671 | — | $616,671 |
| RUSSELL INVESTMENTS (CONSULTING) | Investment Advisor | $523,202 | — | $523,202 |
| ACUITAS INVESTMENT LLC | Investment Advisor | $516,776 | — | $516,776 |
| PACIFIC INVESTMENT MGMT CO. | Investment Advisor | $467,484 | — | $467,484 |
| RUSSELL INVESTMENT IMPLEMENTATION | Investment Advisor | $438,745 | — | $438,745 |
| TSG7 A LP | Investment Advisor | $418,094 | — | $418,094 |
| PAYDEN & RYGEL | Investment Advisor | $393,743 | — | $393,743 |
| SCHRODER LOAN OPP FUND LP | Investment Advisor | $334,397 | — | $334,397 |
| PIMCO INTERM CREDIT | Investment Advisor | $299,583 | — | $299,583 |
| PIMCO BRAVO FD IV | Investment Advisor | $284,643 | — | $284,643 |
| WILLIS TOWERS WATSON US LLC | Actuary | $266,842 | — | $266,842 |
| CLEARLAKE CAPITAL MGMT VII, LP | Investment Advisor | $262,960 | — | $262,960 |
| RUSSELL INVESTMENT MGMT | Investment Advisor | $211,415 | — | $211,415 |
| ADAMS ST 2019 GLOBAL FUND LP | Investment Advisor | $165,000 | — | $165,000 |
| PIMCO CORP OPP II OSHR FDR LP | Investment Advisor | $164,728 | — | $164,728 |
| BLACKROCK MSCI ACWI IMI INDEX | Investment Advisor | $149,813 | — | $149,813 |
| MARATHON ASSET MGMT LLP | Investment Advisor | $146,134 | — | $146,134 |
| CLEARLAKE OPP PARTNER II LP | Investment Advisor | $143,408 | — | $143,408 |
| SOUTHERN CALIFORNIA EDISON COMPANY | Other Service Provider | $131,327 | — | $131,327 |
| RANGER INVESTMENT MANAGEMENT LP | Investment Advisor | $96,432 | — | $96,432 |
| DBL PARTNERS III LP | Investment Advisor | $81,250 | — | $81,250 |
| XPONANCE | Investment Advisor | $71,143 | — | $71,143 |
| MCM ACWUEXUS | Investment Advisor | $64,217 | — | $64,217 |
| CLEARLAKE CAPITAL PARTNERS V LP | Investment Advisor | $62,417 | — | $62,417 |
| TSG7 B LP | Investment Advisor | $62,116 | — | $62,116 |
| PRICEWATERHOUSECOOPERS LLP (PWC) | Auditor | $50,000 | — | $50,000 |
| MACKENZIE EMERGING MARKETS LP | Investment Advisor | $42,489 | — | $42,489 |
| MELLON CAPITAL MANAGEMENT | Investment Advisor | $26,185 | — | $26,185 |
| PIMCO DISCO III OFFSHORE FEED | Investment Advisor | $25,742 | — | $25,742 |
| VASQUEZ & CO., LLP | Auditor | $16,383 | — | $16,383 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUSSELL INVESTMENTS (CONSULTING) — Investment Advisor
- RUSSELL INVESTMENT IMPLEMENTATION — Investment Advisor
- WILLIS TOWERS WATSON US LLC — Actuary
- RUSSELL INVESTMENT MGMT — Investment Advisor
- PRICEWATERHOUSECOOPERS LLP (PWC) — Auditor
- VASQUEZ & CO., LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,402,610
- Estimated Expense Ratio: 0.346% 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 | $19,916,127 | $14,936,737 | — | $66,383 | — |
| 2023 | $18,627,703 | $13,649,562 | — | $148,773 | — |
| 2022 | $18,739,947 | $15,195,528 | — | — | $1,488,563 |