# Southern Company Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/southern-company-services-inc-630274273-608

> Southern Company Services, INC.'s 401(k) plan: 0 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, 303083003

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

- **Plan Number:** 608

- **Total Participants:** 0

- **Total Assets:** $380.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|0|$380.6M|$63.2M|$38.8M|

| 2023|0|$363.2M|$77.3M|$40.1M|

| 2022|0|$318.3M|$72.1M|$40.5M|

## 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|

| ALLIGHT|Recordkeeper|$1,507,975|—|$1,507,975|

| CREDENCE BLE CROSS AND BLUE SHIELD|Other Service Provider|$1,104,503|—|$1,104,503|

| HEATHCARE BLUE BOOK|Other Service Provider|$172,252|—|$172,252|

| MERATIVE|Other Service Provider|$162,414|—|$162,414|

| BNY MELLON|Other Service Provider|$89,741|—|$89,741|

| WILLIS TOWER|Other Service Provider|$88,732|—|$88,732|

| CAREMARK (CVS)|Other Service Provider|$77,565|—|$77,565|

| BUCK CONSULTING|Other Service Provider|$60,111|—|$60,111|

| AON|Recordkeeper|$42,820|—|$42,820|

| WARREN AVERETT|Auditor|$37,845|—|$37,845|

| VIVA HEALTH ADMINISTRATION, LLC|Other Service Provider|$9,356|—|$9,356|

| LCG ASSOCIATES|Other Service Provider|$5,858|—|$5,858|

### Verified Provider Profiles

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

- [ALLIGHT](https://planprovider.pro/provider/alight-solutions) — Recordkeeper

- [AON](https://planprovider.pro/provider/alight-solutions) — Recordkeeper

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $3,359,172

- **Estimated Expense Ratio:** 0.883% 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|$3,418,258|—|$3,380,413|$37,845|—|

| 2023|$1,657,914|—|$1,525,622|—|—|

| 2022|$3,005,246|$6,941|$2,870,069|—|$3,750|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/southern-company-services-inc-630274273-608)

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