2023 Form 5500 filing — Edison 401(K) Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240926164959NAL0000597315003) for Edison 401(K) Savings Plan, reported by Southern California Edison Company under EIN 95-1240335 and plan number 002. It reports 16,772 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926164959NAL0000597315003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southern California Edison Company
- EIN
- 95-1240335
- Plan number
- 002
- Location
- Rosemead, CA
- Participants
- 16,772
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,733,990,899
- Total liabilities (EOY)
- $65,749,813
- Net assets (EOY)
- $5,668,241,086
- Employer contributions
- $120,797,443
- Participant contributions
- $184,441,253
- Total income / additions
- $1,226,411,050
- Benefits paid
- $402,574,535
- Administrative expenses
- $3,703,004
- Total expenses
- $406,290,582
- Net increase / (decrease)
- $820,120,468
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lmcg Investments LLC | INVESTMENT ADVISOR | $505,954 | not reported in the loaded dataset |
| Financial Designs Corporation | INVESTMENT ADVISOR | $421,129 | not reported in the loaded dataset |
| Parsonex Advisory Services Inc | INVESTMENT ADVISOR | $375,819 | not reported in the loaded dataset |
| Stratos Wealth Partners Ltd | INVESTMENT ADVISOR | $344,477 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co | INVESTMENT MGMT | $202,550 | not reported in the loaded dataset |
| Manchester Financial Inc | INVESTMENT ADVISOR | $202,550 | not reported in the loaded dataset |
| Dynamic Wealth Advisors | INVESTMENT ADVISOR | $196,150 | not reported in the loaded dataset |
| Cedarstone Advisors Inc | INVESTMENT ADVISOR | $185,790 | not reported in the loaded dataset |
| Warren Street Wealth Advisors | INVESTMENT ADVISOR | $132,813 | not reported in the loaded dataset |
| Guardian Financial Partners LLC | INVESTMENT ADVISOR | $125,839 | not reported in the loaded dataset |
| Sherwood Financial | INVESTMENT ADVISOR | $84,021 | not reported in the loaded dataset |
| Crane Advisory LLC | INVESTMENT ADVISOR | $75,458 | not reported in the loaded dataset |
| Charles Schwab | SECURITIES BROKERAGE COM | $72,513 | $0 |
| Gerber Kawasaki Wealth | INVESTMENT ADVISOR | $52,865 | not reported in the loaded dataset |
| Quantumvest Inc. | INVESTMENT ADVISOR | $50,508 | not reported in the loaded dataset |
| Fisher Investments | INVESTMENT ADVISOR | $44,092 | not reported in the loaded dataset |
| Strava Financial LLC | INVESTMENT ADVISOR | $30,842 | not reported in the loaded dataset |
| Morningstar Investment Service | INVESTMENT ADVISOR | $27,178 | not reported in the loaded dataset |
| Steelpeak Wealth LLC | INVESTMENT ADVISOR | $19,844 | not reported in the loaded dataset |
| Pure Financial Advisors LLC | INVESTMENT ADVISOR | $16,930 | not reported in the loaded dataset |
| Pacific Financial Strategies Inc | INVESTMENT ADVISOR | $15,460 | not reported in the loaded dataset |
| Halbert Hargrove Global Advisors | INVESTMENT ADVISOR | $13,720 | not reported in the loaded dataset |
| West Coast Financial LLC | INVESTMENT ADVISOR | $12,089 | not reported in the loaded dataset |
| Empirical Financial Services | INVESTMENT ADVISOR | $11,532 | not reported in the loaded dataset |
| Morningstar Investment Service | INVESTMENT ADVISOR | $11,029 | not reported in the loaded dataset |
| Brinker Capital Investments LLC | INVESTMENT ADVISOR | $10,893 | not reported in the loaded dataset |
| Polaris Wealth Advisory Group | INVESTMENT ADVISOR | $10,848 | not reported in the loaded dataset |
| Envestnet Asset Management Inc | INVESTMENT ADVISOR | $10,729 | not reported in the loaded dataset |
| Centaurus Financial Inc | INVESTMENT ADVISOR | $10,609 | not reported in the loaded dataset |
| Summitt Global Investments LLC | INVESTMENT ADVISOR | $10,032 | not reported in the loaded dataset |
| Cutler Investment Counsel LLC | INVESTMENT ADVISOR | $10,024 | not reported in the loaded dataset |
| Creative Planning LLC | INVESTMENT ADVISOR | $9,806 | not reported in the loaded dataset |
| Unity Wealth Partners LLC | INVESTMENT ADVISOR | $8,275 | not reported in the loaded dataset |
| Ameritas Advisory Services LLC | INVESTMENT ADVISOR | $6,780 | not reported in the loaded dataset |
| Crowell Weedon & Co | INVESTMENT ADVISOR | $6,067 | not reported in the loaded dataset |