AUMdb

Edison 401(k) Savings Plan

Sponsored by Southern California Edison Company · EIN 951240335 · Plan #002

Total assets
$6.4B
Net assets
$6.3B
Active participants
13,749
With balances
16,740

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
Financial Engines Advisors L.L.C. CRD 104510 deterministic · 100% 2024
T. Rowe Price Associates, Inc. CRD 105496 deterministic · 100% 2024
Alliancebernstein Corporation CRD 107445 fuzzy_auto · 99% 2024
Marathon Asset Management Limited CRD 132391 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Edelman Financial Engines, Llc Investment management $2,155,903
T. Rowe Price Associates, Inc. Investment management, Direct payment from the plan, Investment management fees (direct) $832,565
Alliance Bernstein Investment advisory (plan), Investment management fees (direct) $499,236
State Street Bank And Trust Company Trustee (directed), Custodial (securities) $492,533
Pimco Investment management $280,792
Marathon Asset Management Limited Trustee (institutional), Investment management $254,748
Charles Schwab & Co, Inc. Securities brokerage, Other investment fees and expenses $91,452
State Street Global Advisors Trust Investment management fees (direct) $72,172