Sempra Savings Plan
Sponsored by Sempra · EIN 330732627 · Plan #002
- Total assets
- $500M
- Net assets
- $500M
- Active participants
- 1,078
- With balances
- 1,714
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 |
| Fisher Asset Management, Llc CRD 107342 | 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) | $38,840 |
| Northern Trust Company | Custodial (securities), Direct payment from the plan | $10,686 |
| Fisher Investments | Investment advisory (participants), Direct payment from the plan | $5,225 |
| Charles Schwab & Co. Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $656 |