Employers › San Diego Gas & Electric
Recordkeeping fees per participant · San Diego Gas & Electric Company Savings Plan · plan year 2024
$33.95
Higher than 49% of the 790 plans over $1B that report it.
= $201,989 / 5,950
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250627080813NAL0013484768001, received 2025-06-27
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250627080813NAL0013484768001, received 2025-06-27
Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-06-27.
Administrative expenses excluding investment management, per participant
$34.29
Higher than 32% of the 1,045 plans over $1B that report it.
= $203,999 / 5,950
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250627080813NAL0013484768001, received 2025-06-27
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250627080813NAL0013484768001, received 2025-06-27
Administrative expenses per participant
$34.29
Higher than 16% of the 1,076 plans over $1B that report it.
= $203,999 / 5,950
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250627080813NAL0013484768001, received 2025-06-27
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250627080813NAL0013484768001, received 2025-06-27
Administrative expenses as a share of assets
0.010%
Higher than 7% of the 1,076 plans over $1B that report it.
= $203,999 / $2,130,812,074
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250627080813NAL0013484768001, received 2025-06-27
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250627080813NAL0013484768001, received 2025-06-27
Employer contributions per participant
$3,542
Higher than 46% of the 1,135 plans over $1B that report it.
= $21,074,603 / 5,950
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250627080813NAL0013484768001, received 2025-06-27
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250627080813NAL0013484768001, received 2025-06-27
Employer share of total contributions
19.7%
Higher than 10% of the 1,135 plans over $1B that report it.
= $21,074,603 / $106,788,675
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250627080813NAL0013484768001, received 2025-06-27
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250627080813NAL0013484768001, received 2025-06-27
98.5% of this plan's assets are held in a master trust. The trust's own filing was not found in the data, so its costs cannot be shown. Benchmarks and percentiles use the plan's own Schedule H only.
Plan terms are described in San Diego Gas & Electric Company's SEC filings: Form 10-K filed 2026-02-26. No term could be quoted from them with the required precision.
2F ERISA 404(c) plan · 2G fully participant-directed · 2I · 2J 401(k) feature · 2K 401(m) arrangement · 2O ESOP-related feature · 2R participant brokerage window · 2S pre-approved plan document · 2T default investment (QDIA) · 3F · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250627080813NAL0013484768001, received 2025-06-27
| Field | Value | Source |
|---|---|---|
| Plan sponsor | SAN DIEGO GAS & ELECTRIC COMPANY | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250627080813NAL0013484768001, received 2025-06-27 |
| Plan name | SAN DIEGO GAS & ELECTRIC COMPANY SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250627080813NAL0013484768001, received 2025-06-27 |
| Sponsor EIN / plan number | 95-1184800 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250627080813NAL0013484768001, received 2025-06-27 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250627080813NAL0013484768001, received 2025-06-27 |
| Sponsor location | SAN DIEGO, CA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250627080813NAL0013484768001, received 2025-06-27 |
| Industry (business code) | 221100, Utilities | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250627080813NAL0013484768001, received 2025-06-27 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250627080813NAL0013484768001, received 2025-06-27 |
| Filing received | 2025-06-27 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250627080813NAL0013484768001, received 2025-06-27 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250627080813NAL0013484768001, received 2025-06-27 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250627080813NAL0013484768001, received 2025-06-27 |
| Participants, beginning of year | 6,185 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250627080813NAL0013484768001, received 2025-06-27 |
| Active participants | 4,789 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250627080813NAL0013484768001, received 2025-06-27 |
| Participants, end of year | 6,058 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250627080813NAL0013484768001, received 2025-06-27 |
| Participants with an account balance | 5,950 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250627080813NAL0013484768001, received 2025-06-27 |
| Total assets, beginning of year | $1,875,623,339 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250627080813NAL0013484768001, received 2025-06-27 |
| Total assets, end of year | $2,130,812,074 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250627080813NAL0013484768001, received 2025-06-27 |
| Net assets, end of year | $2,130,812,074 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250627080813NAL0013484768001, received 2025-06-27 |
| Total income | $401,676,744 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250627080813NAL0013484768001, received 2025-06-27 |
| Net income | $256,653,217 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250627080813NAL0013484768001, received 2025-06-27 |
| Employer contributions | $21,074,603 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250627080813NAL0013484768001, received 2025-06-27 |
| Participant contributions | $80,189,528 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250627080813NAL0013484768001, received 2025-06-27 |
| Other contributions (incl. rollovers) | $5,524,544 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250627080813NAL0013484768001, received 2025-06-27 |
| Total contributions | $106,788,675 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250627080813NAL0013484768001, received 2025-06-27 |
| Benefit payments | $144,789,380 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250627080813NAL0013484768001, received 2025-06-27 |
| Total expenses (incl. benefit payments) | $145,023,527 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250627080813NAL0013484768001, received 2025-06-27 |
| Total administrative expenses | $203,999 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250627080813NAL0013484768001, received 2025-06-27 |
| Recordkeeping fees | $201,989 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250627080813NAL0013484768001, received 2025-06-27 |
| Administrative expenses excluding investment management | $203,999 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250627080813NAL0013484768001, received 2025-06-27 |
| Held in master trusts | $2,097,964,522 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250627080813NAL0013484768001, received 2025-06-27 |
| Independent auditor | DELOITTE & TOUCHE | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250627080813NAL0013484768001, received 2025-06-27 |
Position = column in the DOL layout for form year 2024. Filing 20250627080813NAL0013484768001, received 2025-06-27.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| T ROWE PRICE RPS INCrecordkeeper | NONE | 15 Recordkeeping and information management; 21 Trustee (bank, trust company or similar); 25 Trustee (directed); 28 Investment management; 37 Participant loan processing; 38 Participant communication; 49 Other services; 50 Direct payment from the plan; 52 Investment management fees paid indirectly by plan; 59 Shareholder servicing fees; 62 Float revenue; 64 Recordkeeping fees; 65 Account maintenance fees | $203,999 | yes |
| NORTHERN TRUST COMPANY | NONE | 19 Custodial (securities); 50 Direct payment from the plan | $49,433 | yes |
| FINANCIAL ALTERNATIVES INC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $6,119 | no |
| WILSEY ASSET MANAGEMENT INC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $6,084 | no |
| CHARLES SCHWAB & CO. INC. | NONE | 33 Securities brokerage; 50 Direct payment from the plan; 62 Float revenue; 71 Securities brokerage commissions and fees | $2,362 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250627080813NAL0013484768001, received 2025-06-27.
SEMPRA SAVINGS MASTER TRUST (EIN 330732627, PN 006): plan interest $2,097,964,522, 37.4% of the trust. The trust's own filing (20250627085443NAL0005247763001, received 2025-06-27) reports net assets $5,615,678,703, administrative expenses not reported, recordkeeping fees not reported, investment management fees not reported and 0 Schedule C providers.
Schedule D Part I of the plan's filing; the trust's Schedule H and Schedule C. Allocation = the plan's interest divided by the trust's net assets.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $1,875,623,339 | $2,130,812,074 | 13.6% |
| Participants with a balance | 6,069 | 5,950 | -2.0% |
| Administrative expenses | $204,788 | $203,999 | -0.4% |
| Recordkeeping fees per participant | $33.61 | $33.95 | 1.0% |
| Employer contributions | $19,951,779 | $21,074,603 | 5.6% |
Prior filing 20240812022448NAL0015852624001, received 2024-08-12; the plan years are contiguous.
Sponsor name as filed: SAN DIEGO GAS & ELECTRIC COMPANY; SEC registrant: SAN DIEGO GAS & ELECTRIC CO (CIK 86521, matched by EIN).