AUMdb

Southern California Gas Company Retirement Savings Plan

Sponsored by Southern California Gas Company · EIN 951240705 · Plan #002

Total assets
$3.1B
Net assets
$3.1B
Active participants
8,846
With balances
10,311

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
Cerda Munoz Advisors, Inc CRD 170784 deterministic · 100% 2024
Laguna Wealth Advisors, Llc CRD 167847 deterministic · 100% 2024
Sowell Financial Services, Llc CRD 127145 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) $398,326
Northern Trust Company Custodial (securities), Direct payment from the plan $50,352
Laguna Wealth Advisors Llc Investment advisory (participants), Direct payment from the plan $15,807
Cerda Munoz Advisors Inc Investment advisory (participants), Direct payment from the plan $7,496
Sowell Financial Services Llc Investment advisory (participants), Direct payment from the plan $5,119
Charles Schwab & Co. Inc. Securities brokerage, Direct payment from the plan, Float revenue $3,568