Plan Snapshot
- Plan Sponsor: Southern Company Services, INC.
- Sponsor EIN: 640737285
- Sponsor Address: 30 IVAN ALLEN JR BLVD NW, ATLANTA, GA, 30308
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 0
- Total Assets: $4.7M
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 | $4.7M | $0 | $0 |
| 2023 | 0 | $4.6M | $0 | $0 |
| 2022 | 0 | $4.5M | $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 |
|---|---|---|---|---|
| AON | Other Service Provider | $39,667 | — | $39,667 |
| HANCOCK WHITNEY BANK | Other Service Provider | $19,091 | — | $19,091 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $58,758
- Estimated Expense Ratio: 1.247% 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 | $58,758 | — | $39,667 | — | — |
| 2023 | $45,962 | — | $18,812 | — | — |
| 2022 | $29,116 | — | $19,116 | — | $10,000 |