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Original filing (PDF)20250723154143NAL0005674400001
DOMINION ENERGY, INC.
Form 5500
FILING_RECEIVED
DOMINION ENERGY WEST VIRGINIA UNION SAVINGS PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
14 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DOMINION ENERGY, INC..
Plan sponsor
Name
DOMINION ENERGY, INC.
EIN
54-1229715
Address
120 TREDEGAR ST, CLEARINGHOUSE 3FL · ATTENTION BENEFITS REPORTING · RICHMOND, VA · 232194306
Phone
(877) 947-4636
Industry
Utilitiessee all
Plan administrator
Name
DOMINION ENERGY SERVICES, INC.
EIN
54-1962730
City
RICHMOND, VA
Phone
(877) 947-4636
Plan characteristics
Plan number
027
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-23
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SVCS LLC | 04-3516284 | — | INADV-PRT INV-MGMT | $12K | — |
| VOYA INSTITUTIONAL PLAN SVCS LLC | 04-3516284 | — | RCRDKPR | $9K | — |
Investments
14 pooled funds· $0
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Master Trust
$0
1 holding
Common Collective Trust
$0
13 holdings
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| DOMINION ENERGY, INC. DC MT DOMINION ENERGY, INC. · EIN 54-1229715 / PN 007 | Master Trust | $0 | — |
| EUROPACIFIC GROWTH FUND CAPITAL GROUP · EIN 95-4797716 / PN 001 | Common Collective Trust | $0 | — |
| TARGET RETIREMENT 2020 TRUST PLUS THE VANGUARD GROUP, INC. · EIN 90-0735899 / PN 001 | Common Collective Trust | $0 | — |
| TARGET RETIREMENT 2025 TRUST PLUS THE VANGUARD GROUP, INC. · EIN 90-0735963 / PN 001 | Common Collective Trust | $0 | — |
| TARGET RETIREMENT 2030 TRUST PLUS THE VANGUARD GROUP, INC. · EIN 90-0735964 / PN 001 | Common Collective Trust | $0 | — |
| TARGET RETIREMENT 2035 TRUST PLUS THE VANGUARD GROUP, INC. · EIN 90-0735965 / PN 001 | Common Collective Trust | $0 | — |
| TARGET RETIREMENT 2040 TRUST PLUS THE VANGUARD GROUP, INC. · EIN 90-0735971 / PN 001 | Common Collective Trust | $0 | — |
| TARGET RETIREMENT 2045 TRUST PLUS THE VANGUARD GROUP, INC. · EIN 90-0735972 / PN 001 | Common Collective Trust | $0 | — |
| TARGET RETIREMENT 2050 TRUST PLUS THE VANGUARD GROUP, INC. · EIN 90-0735976 / PN 001 | Common Collective Trust | $0 | — |
| TARGET RETIREMENT 2055 TRUST PLUS THE VANGUARD GROUP, INC. · EIN 90-0735978 / PN 001 | Common Collective Trust | $0 | — |
| TARGET RETIREMENT 2060 TRUST PLUS THE VANGUARD GROUP, INC. · EIN 45-3799736 / PN 001 | Common Collective Trust | $0 | — |
| TARGET RETIREMENT 2065 TRUST PLUS THE VANGUARD GROUP, INC. · EIN 82-6204383 / PN 001 | Common Collective Trust | $0 | — |
| BNY EB TEMPORARY INVESTMENT FUND BANK OF NEW YORK MELLON · EIN 01-0618036 / PN 001 | Common Collective Trust | $0 | — |
| TARGET RETIREMENT INCOME TRUST PLUS THE VANGUARD GROUP, INC. · EIN 90-0735883 / PN 001 | Common Collective Trust | $0 | — |