Plan Snapshot
- Plan Sponsor: Southern Company Services, INC.
- Sponsor EIN: 630274273
- Sponsor Address: 30 IVAN ALLEN JR BLVD NW, ATLANTA, GA, 303083003
- Plan Type: DB
- Total Participants: 26,369
- Total Assets: $15.3B
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 | 26,369 | $15.3B | $0 | $0 |
| 2023 | 25,843 | $15.6B | $0 | $0 |
| 2022 | 25,179 | $14.8B | $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 |
|---|---|---|---|---|
| WARREN AVERETT | Auditor | $164,976 | — | $164,976 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WARREN AVERETT — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $164,976
- Estimated Expense Ratio: 0.001% 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 | $79,073,082 | $57,779,978 | $62,014 | $164,976 | — |
| 2023 | $85,171,740 | $62,596,284 | $620,013 | — | — |
| 2022 | $82,992,261 | $71,454,878 | $3,789,363 | — | $2,074,036 |