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Original filing (PDF)20250627080813NAL0013484768001
SAN DIEGO GAS & ELECTRIC COMPANY
Form 5500
FILING_RECEIVED
SAN DIEGO GAS & ELECTRIC COMPANY SAVINGS PLAN
401(k) retirement plan
Signals · 2
21% employer stockNo recordkeeper disclosed
Active participants
4,789
Accounts w/ balance
5,950
Plan assets (EOY)
$2.1B
Net assets (EOY)
$2.1B
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- 21% of plan in employer / sponsor stock.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAN DIEGO GAS & ELECTRIC COMPANY.
Plan sponsor
Name
SAN DIEGO GAS & ELECTRIC COMPANY
EIN
95-1184800
Address
488 8TH AVENUE · MAILSTOP HQ04N5 · SAN DIEGO, CA · 92101
Phone
(619) 696-2000
Industry
Utilitiessee all
Plan administrator
Name
SEMPRA P&B COMMITTEE
EIN
33-0732627
City
SAN DIEGO, CA
Phone
(619) 696-2000
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-27
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2I · Stock bonus
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)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $204K | — |
| NORTHERN TRUST COMPANY | 36-1561860 | — | NONE | $49K | — |
| FINANCIAL ALTERNATIVES INC | 91-2099892 | — | NONE | $6K | — |
| WILSEY ASSET MANAGEMENT INC | 45-5139913 | — | NONE | $6K | — |
| CHARLES SCHWAB & CO. INC. | 94-1737782 | — | NONE | $2K | — |
Investments
31 direct securities · 1 pooled fund· $4.2B(100% of reported assets)
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
$2.1B
1 holding
Uncategorized
$2.1B
31 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEMPRA SAVINGS MASTER TRUST SEMPRA · EIN 33-0732627 / PN 006 | Master Trust | — | — | $2.1B | 98.5% | |
| Sempra Common Stock | — | — | — | $436.2M | 20.5% | |
| VFTC INSTITUTIONAL 500 INDEX TRUST | — | — | — | $394.6M | 18.5% | |
| T. Rowe Price Retirement 2045 Trust | — | — | — | $152.6M | 7.2% | |
| T. Rowe Price Retirement 2040 Trust | — | — | — | $121.5M | 5.7% | |
| T. Rowe Price Retirement 2050 Trust | — | — | — | $118.3M | 5.6% | |
| T. Rowe Price Retirement 2035 Trust | — | — | — | $106.6M | 5.0% | |
| T. Rowe Price Retirement 2030 Trust | — | — | — | $91.1M | 4.3% | |
| T. Rowe Price Retirement 2055 Trust | — | — | — | $83.1M | 3.9% | |
| T. Rowe Price Retirement 2025 Trust | — | — | — | $80.2M | 3.8% | |
| T. Rowe Price Stable Value Common Trust Fund | — | — | — | $71.3M | 3.3% | |
| Self-Directed Brokerage Acct | — | — | — | $68.6M | 3.2% | |
| STATE STREET RUSSELL SMALL/MID CAP INDEX NON-LENDING SERIES FUND CLASS K | — | — | — | $51.6M | 2.4% | |
| Vanguard Ttl Bnd Mrk Indx Inst | — | — | — | $38.9M | 1.8% | |
| T. Rowe Price Retirement 2020 Trust | — | — | — | $38.7M | 1.8% | |
| T. Rowe Price U.S. Treasury Money Market Trust | — | — | — | $35.5M | 1.7% | |
| LOOMIS SAYLES SMALL/MIDCAP GROWTH TRUST | — | — | — | $32.2M | 1.5% | |
| T ROWE PRICE INSTL EQTY FDS INC SMALL CAP STK FD | — | — | — | $30.9M | 1.5% | |
| AB US SMALL & MID CAP VALUE COLLECTIVE TRUST | — | — | — | $29.9M | 1.4% | |
| T. Rowe Price Retirement 2060 Trust | — | — | — | $21.2M | 1.0% | |
| SCHRODER COLLECTIVE INVESTMENT TRUST | — | — | — | $19.7M | 0.9% | |
| STATE STREET GLOBAL ALL CAP EQUITY EX-U.S. INDEX NON-LENDING SERIES FUND CLASS K | — | — | — | $14.8M | 0.7% | |
| T. Rowe Price Retirement 2015 Trust | — | — | — | $12.8M | 0.6% | |
| Pimco Inf Resp Multi Asst Inst | — | — | — | $11.4M | 0.5% | |
| TCW Multiple Investment Trust | — | — | — | $8.3M | 0.4% | |
| FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SELECT EMERGING MARKETS EQUITY COMMINGLED POOL | — | — | — | $7.9M | 0.4% | |
| T. Rowe Price Retirement 2065 Trust | — | — | — | $5.6M | 0.3% | |
| FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SELECT INTERNATIONAL SMALL CAPITALIZATION COMMIINGLED POOL | — | — | — | $4.2M | 0.2% | |
| T. Rowe Price Retirement 2010 Trust | — | — | — | $3.6M | 0.2% | |
| T. Rowe Price Retirement 2005 Trust | — | — | — | $3.4M | 0.2% | |
| T. Rowe Price Retirement Balanced Trust | — | — | — | $3.1M | 0.1% | |
| VANGUARD BD INDEX FDS TOTAL BD MKT INDEX FD INSTL PLUS SHS | — | — | — | $287K | <0.1% |