Sempra Cash Balance Plan
Sponsored by Sempra · EIN 330732627 · Plan #001
- Total assets
- $238M
- Net assets
- $238M
- Active participants
- 896
- 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) | $488,822 |
| Legal & General Invest Mgmt America | Investment management, Investment management fees (direct) | $167,460 |
| Deloitte & Touche | Accounting, Direct payment from the plan | $40,510 |
| The Bank Of New York Mellon | Custodial (other), Direct payment from the plan | $38,902 |
| Fidelity Institutional Asset Mgmt. | Investment management, Investment management fees (direct) | $37,089 |
| Principal Global Investors, Llc | Investment management, Investment management fees (direct) | $26,280 |
| Wellington Fd | Investment management, Investment management fees (direct) | $23,452 |
| William Blair | Investment management, Investment management fees (direct) | $20,253 |
| Pimco | Investment management, Investment management fees (direct) | $18,623 |
| Prudential | Investment management, Investment management fees (direct) | $17,691 |
| Blackrock Bgi | Investment management, Investment management fees (direct) | $15,174 |
| Ssga Global | Investment management, Investment management fees (direct) | $8,941 |
| Parametric | Investment management, Investment management fees (direct) | $6,934 |