Plan Snapshot
- Plan Sponsor: Southern Company Services, INC.
- Sponsor EIN: 631133071
- Sponsor Address: 30 IVAN ALLEN JR BLVD NW, ATLANTA, GA, 30308
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 0
- Total Assets: $298.7M
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 | $298.7M | $0 | $0 |
| 2023 | 0 | $280.9M | $0 | $0 |
| 2022 | 0 | $253.3M | $0 | $0 |
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 |
|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | Other Service Provider | $56,242 | — | $56,242 |
| AON CONSULTING INC. | Recordkeeper | $52,207 | — | $52,207 |
| THE NEWPORT GROUP | Other Service Provider | $44,990 | — | $44,990 |
| THE BANK OF NEW YORK MELLON | Other Service Provider | $40,967 | — | $40,967 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AON CONSULTING INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $194,406
- Estimated Expense Ratio: 0.065% 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 | $1,616,452 | $101,232 | — | — | — |
| 2023 | $319,986 | $95,986 | — | — | — |
| 2022 | $1,154,768 | $3,163 | — | — | — |