Employers › Southern California Gas
Recordkeeping fees per participant · Southern California Gas Company Retirement Savings Plan · plan year 2024
$38.42
Higher than 59% of the 790 plans over $1B that report it.
= $396,106 / 10,311
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250627082613NAL0005405603002, received 2025-06-27
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250627082613NAL0005405603002, 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
$38.63
Higher than 38% of the 1,045 plans over $1B that report it.
= $398,326 / 10,311
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250627082613NAL0005405603002, received 2025-06-27
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250627082613NAL0005405603002, received 2025-06-27
Administrative expenses per participant
$38.63
Higher than 19% of the 1,076 plans over $1B that report it.
= $398,326 / 10,311
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250627082613NAL0005405603002, received 2025-06-27
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250627082613NAL0005405603002, received 2025-06-27
Administrative expenses as a share of assets
0.013%
Higher than 10% of the 1,076 plans over $1B that report it.
= $398,326 / $3,081,811,914
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250627082613NAL0005405603002, received 2025-06-27
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250627082613NAL0005405603002, received 2025-06-27
Employer contributions per participant
$3,136
Higher than 40% of the 1,135 plans over $1B that report it.
= $32,335,344 / 10,311
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250627082613NAL0005405603002, received 2025-06-27
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250627082613NAL0005405603002, received 2025-06-27
Employer share of total contributions
21.7%
Higher than 14% of the 1,135 plans over $1B that report it.
= $32,335,344 / $148,996,659
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250627082613NAL0005405603002, received 2025-06-27
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250627082613NAL0005405603002, received 2025-06-27
97.8% 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 Southern California Gas 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 20250627082613NAL0005405603002, received 2025-06-27
| Field | Value | Source |
|---|---|---|
| Plan sponsor | SOUTHERN CALIFORNIA GAS COMPANY | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250627082613NAL0005405603002, received 2025-06-27 |
| Plan name | SOUTHERN CALIFORNIA GAS COMPANY RETIREMENT SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250627082613NAL0005405603002, received 2025-06-27 |
| Sponsor EIN / plan number | 95-1240705 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250627082613NAL0005405603002, received 2025-06-27 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250627082613NAL0005405603002, received 2025-06-27 |
| Sponsor location | SAN DIEGO, CA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250627082613NAL0005405603002, received 2025-06-27 |
| Industry (business code) | 221210, Utilities | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250627082613NAL0005405603002, 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 20250627082613NAL0005405603002, received 2025-06-27 |
| Filing received | 2025-06-27 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250627082613NAL0005405603002, received 2025-06-27 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250627082613NAL0005405603002, received 2025-06-27 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250627082613NAL0005405603002, received 2025-06-27 |
| Participants, beginning of year | 10,635 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250627082613NAL0005405603002, received 2025-06-27 |
| Active participants | 8,846 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250627082613NAL0005405603002, received 2025-06-27 |
| Participants, end of year | 10,486 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250627082613NAL0005405603002, received 2025-06-27 |
| Participants with an account balance | 10,311 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250627082613NAL0005405603002, received 2025-06-27 |
| Total assets, beginning of year | $2,682,239,581 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250627082613NAL0005405603002, received 2025-06-27 |
| Total assets, end of year | $3,081,811,914 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250627082613NAL0005405603002, received 2025-06-27 |
| Net assets, end of year | $3,081,811,914 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250627082613NAL0005405603002, received 2025-06-27 |
| Total income | $573,351,159 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250627082613NAL0005405603002, received 2025-06-27 |
| Net income | $400,003,045 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250627082613NAL0005405603002, received 2025-06-27 |
| Employer contributions | $32,335,344 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250627082613NAL0005405603002, received 2025-06-27 |
| Participant contributions | $110,678,387 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250627082613NAL0005405603002, received 2025-06-27 |
| Other contributions (incl. rollovers) | $5,982,928 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250627082613NAL0005405603002, received 2025-06-27 |
| Total contributions | $148,996,659 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250627082613NAL0005405603002, received 2025-06-27 |
| Benefit payments | $172,918,194 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250627082613NAL0005405603002, received 2025-06-27 |
| Total expenses (incl. benefit payments) | $173,348,114 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250627082613NAL0005405603002, received 2025-06-27 |
| Total administrative expenses | $398,326 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250627082613NAL0005405603002, received 2025-06-27 |
| Recordkeeping fees | $396,106 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250627082613NAL0005405603002, received 2025-06-27 |
| Administrative expenses excluding investment management | $398,326 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250627082613NAL0005405603002, received 2025-06-27 |
| Held in master trusts | $3,012,990,590 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250627082613NAL0005405603002, received 2025-06-27 |
| Independent auditor | DELOITTE & TOUCHE | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250627082613NAL0005405603002, received 2025-06-27 |
Position = column in the DOL layout for form year 2024. Filing 20250627082613NAL0005405603002, 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 | $398,326 | yes |
| NORTHERN TRUST COMPANY | NONE | 19 Custodial (securities); 50 Direct payment from the plan | $50,352 | yes |
| LAGUNA WEALTH ADVISORS LLC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $15,807 | no |
| CERDA MUNOZ ADVISORS INC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $7,496 | no |
| SOWELL FINANCIAL SERVICES LLC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $5,119 | no |
| CHARLES SCHWAB & CO. INC. | NONE | 33 Securities brokerage; 50 Direct payment from the plan; 62 Float revenue; 71 Securities brokerage commissions and fees | $3,568 | 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 20250627082613NAL0005405603002, received 2025-06-27.
SEMPRA SAVINGS MASTER TRUST (EIN 330732627, PN 006): plan interest $3,012,990,590, 53.7% 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 | $2,682,239,581 | $3,081,811,914 | 14.9% |
| Participants with a balance | 10,463 | 10,311 | -1.5% |
| Administrative expenses | $387,478 | $398,326 | 2.8% |
| Recordkeeping fees per participant | $36.92 | $38.42 | 4.0% |
| Employer contributions | $31,590,181 | $32,335,344 | 2.4% |
Prior filing 20240812023826NAL0009098433001, received 2024-08-12; the plan years are contiguous.
Sponsor name as filed: SOUTHERN CALIFORNIA GAS COMPANY; SEC registrant: SOUTHERN CALIFORNIA GAS CO (CIK 92108, matched by EIN).