Plan Snapshot
- Plan Sponsor: Southern California Gas Company
- Sponsor EIN: 951240705
- Sponsor Address: 488 8TH AVENUE, SAN DIEGO, CA, 92101
- Plan Type: 401(k)
- Total Participants: 8,846
- Total Assets: $3.1B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 8,846 | $3.1B | $32.3M | $110.7M |
| 2023 | 9,002 | $2.7B | $31.6M | $108.2M |
| 2022 | 8,850 | $2.4B | $30.3M | $104.6M |
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 |
|---|---|---|---|---|
| T ROWE PRICE RPS INC | Other Service Provider | $398,326 | — | $398,326 |
| NORTHERN TRUST COMPANY | Other Service Provider | $50,352 | — | $50,352 |
| LAGUNA WEALTH ADVISORS LLC | Other Service Provider | $15,807 | — | $15,807 |
| CERDA MUNOZ ADVISORS INC | Other Service Provider | $7,496 | — | $7,496 |
| SOWELL FINANCIAL SERVICES LLC | Other Service Provider | $5,119 | — | $5,119 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $477,100
- Estimated Expense Ratio: 0.015% 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 | $398,326 | — | — | — | — |
| 2023 | $387,478 | — | — | — | — |
| 2022 | $373,965 | — | — | — | — |