# Southern California Edison Company DB Plan
Source: https://planprovider.pro/companies/southern-california-edison-company-plan-001

> Southern California Edison Company&#39;s DB plan: 8,726 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 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 MANAGEMENT|$3,263,528|—|$3,263,528|

| TSG8 LP|INVESTMENT MANAGEMENT|$1,460,372|—|$1,460,372|

| CONDUENT HR SERVICES|RECORDKEEPER|$1,290,351|—|$1,290,351|

| PIMCO BRAVO FD III ONSHORE|INVESTMENT MANAGEMENT|$1,272,347|—|$1,272,347|

| THE BANK OF NEW YORK MELLON|TRUSTEE/CUSTODIAN|$1,002,506|—|$1,002,506|

| WESTERN ASSET MGMT COMPANY|INVESTMENT MANAGEMENT|$862,952|—|$862,952|

| TSG9|INVESTMENT MANAGEMENT|$717,215|—|$717,215|

| DODGE & COX|INVESTMENT MANAGEMENT|$616,671|—|$616,671|

| RUSSELL INVESTMENTS (CONSULTING)|CONSULTANT|$523,202|—|$523,202|

| ACUITAS INVESTMENT LLC|INVESTMENT MANAGEMENT|$516,776|—|$516,776|

| PACIFIC INVESTMENT MGMT CO.|INVESTMENT MANAGEMENT|$467,484|—|$467,484|

| RUSSELL INVESTMENT IMPLEMENTATION|INVESTMENT MANAGEMENT|$438,745|—|$438,745|

| TSG7 A LP|INVESTMENT MANAGEMENT|$418,094|—|$418,094|

| PAYDEN & RYGEL|INVESTMENT MANAGEMENT|$393,743|—|$393,743|

| SCHRODER LOAN OPP FUND LP|INVESTMENT MANAGEMENT|$334,397|—|$334,397|

| PIMCO INTERM CREDIT|INVESTMENT MANAGEMENT|$299,583|—|$299,583|

| PIMCO BRAVO FD IV|INVESTMENT MANAGEMENT|$284,643|—|$284,643|

| WILLIS TOWERS WATSON US LLC|ACTUARIAL|$266,842|—|$266,842|

| CLEARLAKE CAPITAL MGMT VII, LP|INVESTMENT MANAGEMENT|$262,960|—|$262,960|

| RUSSELL INVESTMENT MGMT|INVESTMENT MANAGEMENT|$211,415|—|$211,415|

| ADAMS ST 2019 GLOBAL FUND LP|INVESTMENT MANAGEMENT|$165,000|—|$165,000|

| PIMCO CORP OPP II OSHR FDR LP|INVESTMENT MANAGEMENT|$164,728|—|$164,728|

| BLACKROCK MSCI ACWI IMI INDEX|INVESTMENT MANAGEMENT|$149,813|—|$149,813|

| MARATHON ASSET MGMT LLP|INVESTMENT MANAGEMENT|$146,134|—|$146,134|

| CLEARLAKE OPP PARTNER II LP|INVESTMENT MANAGEMENT|$143,408|—|$143,408|

| SOUTHERN CALIFORNIA EDISON COMPANY|PLAN SPONSOR|$131,327|—|$131,327|

| RANGER INVESTMENT MANAGEMENT LP|INVESTMENT MANAGEMENT|$96,432|—|$96,432|

| DBL PARTNERS III LP|INVESTMENT MANAGEMENT|$81,250|—|$81,250|

| XPONANCE|INVESTMENT MANAGEMENT|$71,143|—|$71,143|

| MCM ACWUEXUS|INVESTMENT MANAGEMENT|$64,217|—|$64,217|

| CLEARLAKE CAPITAL PARTNERS V LP|INVESTMENT MANAGEMENT|$62,417|—|$62,417|

| TSG7 B LP|INVESTMENT MANAGEMENT|$62,116|—|$62,116|

| PRICEWATERHOUSECOOPERS LLP (PWC)|AUDITOR|$50,000|—|$50,000|

| MACKENZIE EMERGING MARKETS LP|INVESTMENT MANAGEMENT|$42,489|—|$42,489|

| MELLON CAPITAL MANAGEMENT|INVESTMENT MANAGEMENT|$26,185|—|$26,185|

| PIMCO DISCO III OFFSHORE FEED|INVESTMENT MANAGEMENT|$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)](https://planprovider.pro/provider/russell-investments) — CONSULTANT

- [RUSSELL INVESTMENT IMPLEMENTATION](https://planprovider.pro/provider/russell-investments) — INVESTMENT MANAGEMENT

- [WILLIS TOWERS WATSON US LLC](https://planprovider.pro/provider/lincoln-financial-group) — ACTUARIAL

- [RUSSELL INVESTMENT MGMT](https://planprovider.pro/provider/russell-investments) — INVESTMENT MANAGEMENT

- [PRICEWATERHOUSECOOPERS LLP (PWC)](https://planprovider.pro/provider/pricewaterhousecoopers-llp) — AUDITOR

- [VASQUEZ & CO., LLP](https://planprovider.pro/provider/vasquez-and-company-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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/southern-california-edison-company-plan-001)

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