Plan Snapshot
- Plan Sponsor: Southern California Gas Company
- Sponsor EIN: 951240705
- Sponsor Address: 488 8TH AVENUE, MAILSTOP HQ04N5, SAN DIEGO, CA, 92101
- Plan Type: DB
- Total Participants: 8,639
- Total Assets: $2.4B
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 | 8,639 | $2.4B | $95.7M | $0 |
| 2023 | 8,518 | $2.3B | $150.5M | $0 |
| 2022 | 8,002 | $2.0B | $188.1M | $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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | Recordkeeper | $1,602,071 | — | $1,602,071 |
| LEGAL & GENERAL INVEST MGMT AMERICA | Other Service Provider | $1,269,552 | — | $1,269,552 |
| THE BANK OF NEW YORK MELLON | Other Service Provider | $486,495 | — | $486,495 |
| FIDELITY INSTITUTIONAL ASSET MGMT. | Other Service Provider | $464,203 | — | $464,203 |
| PRINCIPAL GLOBAL INVESTORS, LLC | Other Service Provider | $329,433 | — | $329,433 |
| WELLINGTON FD | Other Service Provider | $301,088 | — | $301,088 |
| WILLIAM BLAIR | Other Service Provider | $253,822 | — | $253,822 |
| PIMCO | Other Service Provider | $233,431 | — | $233,431 |
| PRUDENTIAL | Recordkeeper | $221,744 | — | $221,744 |
| BLACKROCK BGI | Other Service Provider | $190,330 | — | $190,330 |
| DELOITTE & TOUCHE | Auditor | $187,337 | — | $187,337 |
| SSGA GLOBAL | Other Service Provider | $110,838 | — | $110,838 |
| PARAMETRIC | Other Service Provider | $86,878 | — | $86,878 |
| DELTA DENTAL OF CALIFORNIA | Other Service Provider | $43,316 | — | $43,316 |
| AON HEWITT INVESTMENT | Other Service Provider | $41,385 | — | $41,385 |
| ANTHEM BLUE CROSS LIFE AND HEALTH I | Other Service Provider | $35,506 | — | $35,506 |
| NASDAQ EVESTMENT | Other Service Provider | $17,075 | — | $17,075 |
| BLUE CROSS OF CALIFORNIA | Other Service Provider | $14,255 | — | $14,255 |
| DELOITTE TAX LLP | Other Service Provider | $6,444 | — | $6,444 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — Recordkeeper
- PRUDENTIAL — Recordkeeper
- DELOITTE & TOUCHE — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,895,203
- Estimated Expense Ratio: 0.250% 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 | $7,182,233 | $3,466,882 | $1,292,256 | $193,781 | — |
| 2023 | $14,253,041 | $186,701 | — | — | — |
| 2022 | $7,383,582 | $3,357,375 | $1,550,468 | — | $1,414,848 |