# Southern Company Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/southern-company-services-inc-631133071-502

> 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:** 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.](https://planprovider.pro/provider/alight-solutions) — 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|—|—|—|

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