AUMdb

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