San Diego Gas & Electric Company Cash Balance Plan
Sponsored by San Diego Gas & Electric Company · EIN 951184800 · Plan #002
- Total assets
- $842M
- Net assets
- $842M
- Active participants
- 4,612
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Principal Global Investors, Llc CRD 109002 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Willis Towers Watson Us Llc | Actuarial, Recordkeeping, Consulting (pension) | $1,096,118 |
| Legal & General Invest Mgmt America | Investment management, Investment management fees (direct) | $574,489 |
| The Bank Of New York Mellon | Custodial (other), Direct payment from the plan | $147,406 |
| Fidelity Institutional Asset Mgmt. | Investment management, Investment management fees (direct) | $140,155 |
| Deloitte & Touche | Accounting, Direct payment from the plan | $102,153 |
| Principal Global Investors, Llc | Investment management, Investment management fees (direct) | $99,205 |
| Wellington Fd | Investment management, Investment management fees (direct) | $89,078 |
| William Blair | Investment management, Investment management fees (direct) | $76,475 |
| Anthem Blue Cross Life And Health I | Claims processing, Contract administrator, Recordkeeping | $75,468 |
| Pimco | Investment management, Investment management fees (direct) | $70,314 |
| Prudential | Investment management, Investment management fees (direct) | $66,794 |
| Blackrock Bgi | Investment management, Investment management fees (direct) | $57,278 |
| Delta Dental Of California | Claims processing, Contract administrator, Recordkeeping | $57,164 |
| Ssga Global | Investment management, Investment management fees (direct) | $33,962 |
| Blue Cross Of California | Claims processing, Contract administrator, Recordkeeping | $32,190 |
| Parametric | Investment management, Investment management fees (direct) | $26,188 |
| Aon Hewitt Investment | Consulting (general), Direct payment from the plan | $12,619 |
| Deloitte Tax Llp | Accounting, Direct payment from the plan | $5,294 |
| Nasdaq Evestment | Direct payment from the plan, Account maintenance fees | $5,204 |