# Southern Company Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/southern-company-services-inc-401k-plan

> Southern Company Services, INC.'s 401(k) plan: 28,079 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Southern Company Services, INC.

- **Sponsor EIN:** 630274273

- **Sponsor Address:** 30 IVAN ALLEN JR BLVD NW, ATLANTA, GA, 30308

- **Plan Type:** 401(k)

- **Total Participants:** 28,079

- **Total Assets:** $9.3B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|28,079|$9.3B|$135.3M|$285.1M|

| 2023|27,802|$8.4B|$129.3M|$272.8M|

| 2022|27,549|$7.8B|$121.8M|$257.2M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| MERRILL LYNCH, PIERCE, FENNER AND S|RECORDKEEPER|$1,594,946|—|$1,594,946|

| WARREN AVERETT LLC|ACCOUNTANT|$32,500|—|$32,500|

| WARREN AVERETT|Auditor|$32,500|—|$32,500|

| GALLAGHER FIDUCIARY ADVISORS, LLC|CONSULTANT|$30,000|—|$30,000|

| MERCER|CONSULTANT|$7,500|—|$7,500|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WARREN AVERETT LLC](https://planprovider.pro/provider/warren-averett-llc) — ACCOUNTANT

- [WARREN AVERETT](https://planprovider.pro/provider/warren-averett) — Auditor

- [GALLAGHER FIDUCIARY ADVISORS, LLC](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — CONSULTANT

- [MERCER](https://planprovider.pro/provider/fidelity-investments) — CONSULTANT

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,697,446

- **Estimated Expense Ratio:** 0.018% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$1,665,856|$38,410|—|$32,500|—|

| 2023|$1,228,611|—|—|—|—|

| 2022|$1,339,367|—|—|—|—|

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