San Diego Gas & Electric Company Savings Plan
Sponsored by San Diego Gas & Electric Company · EIN 951184800 · Plan #001
- Total assets
- $2.1B
- Net assets
- $2.1B
- Active participants
- 4,789
- With balances
- 5,950
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
| Financial Alternatives, Inc. CRD 108245 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| T Rowe Price Rps Inc | Recordkeeping, Trustee (institutional), Trustee (directed) | $203,999 |
| Northern Trust Company | Custodial (securities), Direct payment from the plan | $49,433 |
| Financial Alternatives Inc | Investment advisory (participants), Direct payment from the plan | $6,119 |
| Wilsey Asset Management Inc | Investment advisory (participants), Direct payment from the plan | $6,084 |
| Charles Schwab & Co. Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $2,362 |