Plan5500

Edison 401(K) Savings Plan — Form 5500 plan (Southern California Edison Company)

Plain-English plan 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, Edison 401(K) Savings Plan is a benefit plan reported by Southern California Edison Company under EIN 95-1240335 and plan number 002. The latest loaded filing year is 2023. The filing reports 16,772 participants and $5,733,990,899 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Southern California Edison Company
EIN
95-1240335
Plan number
002
Plan type
2
Location
Rosemead, CA
Latest filing year
2023
Participants
16,772
End-of-year plan assets
$5,733,990,899

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202316,772H, C20240926164959NAL0000597315003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,733,990,899
Total liabilities (EOY)
$65,749,813
Net assets (EOY)
$5,668,241,086
Net assets (BOY)
$4,848,120,618

Income & contributions

Employer contributions
$120,797,443
Participant contributions
$184,441,253
Total contributions
$315,989,891
Total income / additions
$1,226,411,050

Expenses & distributions

Benefits paid
$402,574,535
Administrative expenses
$3,703,004
Total expenses
$406,290,582
Net increase / (decrease)
$820,120,468

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lmcg Investments LLCINVESTMENT ADVISOR$505,954not reported in the loaded dataset2023
Financial Designs CorporationINVESTMENT ADVISOR$421,129not reported in the loaded dataset2023
Parsonex Advisory Services IncINVESTMENT ADVISOR$375,819not reported in the loaded dataset2023
Stratos Wealth Partners LtdINVESTMENT ADVISOR$344,477not reported in the loaded dataset2023
Blackrock Institutional Trust CoINVESTMENT MGMT$202,550not reported in the loaded dataset2023
Manchester Financial IncINVESTMENT ADVISOR$202,550not reported in the loaded dataset2023
Dynamic Wealth AdvisorsINVESTMENT ADVISOR$196,150not reported in the loaded dataset2023
Cedarstone Advisors IncINVESTMENT ADVISOR$185,790not reported in the loaded dataset2023
Warren Street Wealth AdvisorsINVESTMENT ADVISOR$132,813not reported in the loaded dataset2023
Guardian Financial Partners LLCINVESTMENT ADVISOR$125,839not reported in the loaded dataset2023
Sherwood FinancialINVESTMENT ADVISOR$84,021not reported in the loaded dataset2023
Crane Advisory LLCINVESTMENT ADVISOR$75,458not reported in the loaded dataset2023
Charles SchwabSECURITIES BROKERAGE COM$72,513$02023
Gerber Kawasaki WealthINVESTMENT ADVISOR$52,865not reported in the loaded dataset2023
Quantumvest Inc.INVESTMENT ADVISOR$50,508not reported in the loaded dataset2023
Fisher InvestmentsINVESTMENT ADVISOR$44,092not reported in the loaded dataset2023
Strava Financial LLCINVESTMENT ADVISOR$30,842not reported in the loaded dataset2023
Morningstar Investment ServiceINVESTMENT ADVISOR$27,178not reported in the loaded dataset2023
Steelpeak Wealth LLCINVESTMENT ADVISOR$19,844not reported in the loaded dataset2023
Pure Financial Advisors LLCINVESTMENT ADVISOR$16,930not reported in the loaded dataset2023
Pacific Financial Strategies IncINVESTMENT ADVISOR$15,460not reported in the loaded dataset2023
Halbert Hargrove Global AdvisorsINVESTMENT ADVISOR$13,720not reported in the loaded dataset2023
West Coast Financial LLCINVESTMENT ADVISOR$12,089not reported in the loaded dataset2023
Empirical Financial ServicesINVESTMENT ADVISOR$11,532not reported in the loaded dataset2023
Morningstar Investment ServiceINVESTMENT ADVISOR$11,029not reported in the loaded dataset2023
Brinker Capital Investments LLCINVESTMENT ADVISOR$10,893not reported in the loaded dataset2023
Polaris Wealth Advisory GroupINVESTMENT ADVISOR$10,848not reported in the loaded dataset2023
Envestnet Asset Management IncINVESTMENT ADVISOR$10,729not reported in the loaded dataset2023
Centaurus Financial IncINVESTMENT ADVISOR$10,609not reported in the loaded dataset2023
Summitt Global Investments LLCINVESTMENT ADVISOR$10,032not reported in the loaded dataset2023
Cutler Investment Counsel LLCINVESTMENT ADVISOR$10,024not reported in the loaded dataset2023
Creative Planning LLCINVESTMENT ADVISOR$9,806not reported in the loaded dataset2023
Unity Wealth Partners LLCINVESTMENT ADVISOR$8,275not reported in the loaded dataset2023
Ameritas Advisory Services LLCINVESTMENT ADVISOR$6,780not reported in the loaded dataset2023
Crowell Weedon & CoINVESTMENT ADVISOR$6,067not reported in the loaded dataset2023

Related Form 5500 pages