# Southern Company Services, INC. DB Plan
Source: https://planprovider.pro/companies/southern-company-services-inc-plan-001

> Southern Company Services, INC.'s DB plan: 26,369 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:** 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|

| ALIGHT SOLUTIONS LLC|RECORDKEEPER|$2,966,401|—|$2,966,401|

| JP MORGAN INVESTMENT MANAGEMENT INC|NONE|$2,873,570|—|$2,873,570|

| MONDRIAN INVESTMENT PARTNERS|NONE|$2,660,662|—|$2,660,662|

| ABERDEEN INVESTMENTS INC.|NONE|$2,428,669|—|$2,428,669|

| INVESCO ADVISERS, INC|NONE|$2,334,816|—|$2,334,816|

| PACIFIC INVESTMENT MGMT,INC (PIMCO)|NONE|$2,084,567|—|$2,084,567|

| MORGAN STANLEY PRIME PROPERTY|NONE|$2,012,641|—|$2,012,641|

| SOUTHERN COMPANY SERVICES|PLAN SPONSOR|$1,775,218|—|$1,775,218|

| T. ROWE PRICE ASSOCIATES INC.|NONE|$1,734,510|—|$1,734,510|

| PRUDENTIAL PRISA|NONE|$1,624,390|—|$1,624,390|

| DRIEHAUS CAPITAL MANAGEMENT LLC|NONE|$1,580,201|—|$1,580,201|

| HIG GROWTH & BUYOUTS EQUITY FD III|NONE|$1,575,328|—|$1,575,328|

| CENTERBRIDGE SPECIAL CREDIT PARTNER|NONE|$1,522,212|—|$1,522,212|

| CHARTWELL FINANCIAL|NONE|$1,456,898|—|$1,456,898|

| JENNISON ASSOCIATES LLC|NONE|$1,379,500|—|$1,379,500|

| ARIEL INVESTMENTS LLC|NONE|$1,373,609|—|$1,373,609|

| ARROWSTREET CAPITAL|NONE|$1,373,609|—|$1,373,609|

| NISA INVESTMENT ADVISORS, LLC|NONE|$1,240,070|—|$1,240,070|

| JP MORGAN CHASE BANK NA|TRUSTEE|$1,236,511|—|$1,236,511|

| LION INDUSTRIAL TRUST|NONE|$1,150,966|—|$1,150,966|

| QUANTUM CAPITAL SOLUTIONS II|NONE|$1,143,962|—|$1,143,962|

| ROBECO INSTITUTIONAL ASSET MANAGEME|NONE|$834,985|—|$834,985|

| ARTISAN PARTNERS|NONE|$830,004|—|$830,004|

| DRA GROWTH AND INCOME FUND X|NONE|$823,026|—|$823,026|

| LAZARD ASSET MANAGEMENT LLC|NONE|$801,083|—|$801,083|

| CENTERSQUARE INVESTMENT MGMT LLC|NONE|$755,674|—|$755,674|

| CLARION LION PROPERTIES|NONE|$726,942|—|$726,942|

| HIG CAPITAL PARTNERS VI, LP|NONE|$726,790|—|$726,790|

| MASON WELLS BUYOUT FUNDS V LP|NONE|$726,456|—|$726,456|

| SCHRODER INV MGMT NORTH AMERICA INC|NONE|$725,263|—|$725,263|

| RELATED REAL ESTATE FUND III|NONE|$696,107|—|$696,107|

| THE COLUMN GROUP III, LP|NONE|$686,279|—|$686,279|

| MAIN POST GROWTH CAPTITAL LP|NONE|$680,842|—|$680,842|

| SUN CAPITAL PARTNERS VII, LP|NONE|$631,229|—|$631,229|

| STRATEGIC INVESTORS FUND X LP|NONE|$614,175|—|$614,175|

| HIG MIDDLE MARKET|NONE|$582,932|—|$582,932|

| MAIN POST GROWTH CAPITAL III LP|NONE|$566,767|—|$566,767|

| HIG ADVANTAGE BUYOUT FUND II|NONE|$550,352|—|$550,352|

| GENSTAR CAPITAL PARTNERS X, LP|NONE|$547,402|—|$547,402|

| CLARIVEST ASSET MANAGEMENT|NONE|$541,116|—|$541,116|

| H.I.G. ADVANTAGE BUYOUT FUND, L.P.|NONE|$518,574|—|$518,574|

| JFL EQUITY INVESTORS V|NONE|$487,854|—|$487,854|

| GOLDNER HAWN FUND VIII LP|NONE|$487,391|—|$487,391|

| RIVER ASSOCIATES VII|NONE|$486,459|—|$486,459|

| STRATEGIC INVESTORS FUND XI LP|NONE|$474,844|—|$474,844|

| STRATEGIC INVESTORS FUND IX, LP|NONE|$469,980|—|$469,980|

| MERCER INVESTMENT LLC|NONE|$462,763|—|$462,763|

| MAIN POST GROWTH CAPITAL II LP|NONE|$460,728|—|$460,728|

| GENSTAR CAPITAL PARTNERS IX|NONE|$450,535|—|$450,535|

| GENSTAR CAPITAL PARTNERS XI LP|NONE|$440,335|—|$440,335|

| TRUE VENTURES VIII|NONE|$390,250|—|$390,250|

| AEW CORE PROPERTY TRUST|NONE|$389,161|—|$389,161|

| MSOUTH EQUITY PARTNERS IV|NONE|$388,329|—|$388,329|

| DEPRINCE, RACE AND ZOLLO|NONE|$383,314|—|$383,314|

| MB SPECIAL OPPORTUNITIES FUND II|NONE|$372,438|—|$372,438|

| BAIN CAPITAL ASIA FUND IV|NONE|$370,320|—|$370,320|

| BROOKFIELD SENIOR MEZZANINE REAL ES|NONE|$370,176|—|$370,176|

| NB STRATEGIC CO-INVEST PARTNERS I|NONE|$356,252|—|$356,252|

| CARLYLE PROPERTY INVESTORS|NONE|$353,713|—|$353,713|

| BARROW HANLEY MEWHINNEY & STRAUSS|NONE|$326,274|—|$326,274|

| THE COLUMN GROUP IV|NONE|$322,457|—|$322,457|

| GENSTAR CAPITAL PARTNERS VIII|NONE|$282,303|—|$282,303|

| H.I.G. BIOHEALTH PARTNERS III, L.P.|NONE|$280,103|—|$280,103|

| RUSSELL INVESTMENTS IMPLEMENTATION|NONE|$275,072|—|$275,072|

| NB CO INVEST III|NONE|$247,057|—|$247,057|

| BANK OF AMERICA|NONE|$231,321|—|$231,321|

| VOYA COMMERCIAL MORTGAGE LENDING FU|NONE|$225,385|—|$225,385|

| FTV IV LP|NONE|$214,135|—|$214,135|

| PATHLIGHT CAPITAL EVERGREEN FUND|NONE|$211,756|—|$211,756|

| CAP PARTNERS V LP|NONE|$210,000|—|$210,000|

| RELATED REAL ESTATE FD II|NONE|$209,725|—|$209,725|

| HCI EQUITY PARTNERS V|NONE|$206,296|—|$206,296|

| ATERIEN INVESTMENT PARTNERS IV|NONE|$192,827|—|$192,827|

| THE COLUMN GROUP V|NONE|$192,075|—|$192,075|

| RELATED REAL ESTATE FD IV|NONE|$181,919|—|$181,919|

| TRUE VENTURES SELECT VII|NONE|$173,475|—|$173,475|

| VOYA INVESTMENT MANAGEMENT CO|NONE|$172,450|—|$172,450|

| SUN CAPITAL PARTNERS VI LP|NONE|$169,847|—|$169,847|

| RESA RE ALLEGIS|NONE|$164,718|—|$164,718|

| ALLEGIS|NONE|$164,718|—|$164,718|

| WARREN AVERETT|AUDITOR|$164,500|—|$164,500|

| TRUE VENTURES SELECT IV, LP|NONE|$163,000|—|$163,000|

| CENTERBRIDGE CAPITAL PARTNERS III|NONE|$157,657|—|$157,657|

| CENTERBRIDGE CAPITAL PARTNERS IV|NONE|$156,772|—|$156,772|

| NB STRATEGIC CO-INVEST. PARTNERS IV|NONE|$155,321|—|$155,321|

| AUDAX PRIVATE EQUITY FD V|NONE|$146,256|—|$146,256|

| THE COLUMN GROUP OPPORTUNITY III|NONE|$143,293|—|$143,293|

| QUANTUM CAPITAL SOLUTIONS II CO-INV|NONE|$135,042|—|$135,042|

| JONES DAY|NONE|$134,861|—|$134,861|

| RIVER VIII|NONE|$122,232|—|$122,232|

| PATHLIGHT CAPITAL FUND II|NONE|$120,250|—|$120,250|

| M SOUTH EQUITY PARTNERS III|NONE|$112,715|—|$112,715|

| PARKERGALE CAPITAL II, LP|NONE|$99,782|—|$99,782|

| ATERIAN INVESTMENT PARTNER, IV LP|NONE|$98,709|—|$98,709|

| ATERIAN INVESTMENT PARTNERS III LP|NONE|$86,959|—|$86,959|

| JFL EQUITY INVESTORS VI|NONE|$76,812|—|$76,812|

| ATERIEN INV PARTNERS IV|NONE|$75,607|—|$75,607|

| SMITH COMMUNICATION PARTNERS|NONE|$66,300|—|$66,300|

| RHUMBLINE ADVISORS|NONE|$63,686|—|$63,686|

| BASS, BERRY & SIMS PLC|NONE|$61,194|—|$61,194|

| MAIN POST GROWTH CAPITAL LP|NONE|$60,976|—|$60,976|

| PONOI|NONE|$60,157|—|$60,157|

| FTV IV LP|NONE|$58,855|—|$58,855|

| FINANCIAL CREDIT INVESTMENT I, LP|NONE|$46,193|—|$46,193|

| SENTINEL CAPITAL PARTNERS VIII LP|NONE|$39,586|—|$39,586|

| SENTINEL CAPITAL PARTNERS, VII|NONE|$35,702|—|$35,702|

| EMERALD HILL CAPITAL PARTNERS III|NONE|$31,737|—|$31,737|

| SENTINAL JUNIOR CAPITAL II LP|NONE|$29,614|—|$29,614|

| ABEL NOSER SOLUTIONS LLC|NONE|$22,512|—|$22,512|

| EDISON PARTNERS IX, LP|NONE|$19,000|—|$19,000|

| BAIN CAPITAL ASIA FUND IV|NONE|$17,400|—|$17,400|

| WARBURG PINCUS GLOBAL GROWTH 14|NONE|$15,374|—|$15,374|

| WARBURG PINCUS GLOBAL GROWTH LP|NONE|$13,374|—|$13,374|

| NB STRATEGIC CO INVESTORS II|NONE|$12,962|—|$12,962|

| PRICEWATERHOUSECOOPER LLP|NONE|$11,502|—|$11,502|

| MCGUIRE WOODS|NONE|$10,375|—|$10,375|

| SENTINEL CAPITAL PARTNERS VI|NONE|$9,577|—|$9,577|

| FINANCIAL CREDIT I LTD PART USD|NONE|$8,389|—|$8,389|

| PWC MGT CONSULTING CO LTD|NONE|$5,775|—|$5,775|

| EDISON PARTNERS VII|NONE|$5,584|—|$5,584|

| INSTITUTIONAL LIMIT PARTNERS|NONE|$5,500|—|$5,500|

### Verified Provider Profiles

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

- [ALIGHT SOLUTIONS LLC](https://planprovider.pro/provider/alight-solutions) — RECORDKEEPER

- [JP MORGAN INVESTMENT MANAGEMENT INC](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [MORGAN STANLEY PRIME PROPERTY](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [PRUDENTIAL PRISA](https://planprovider.pro/provider/empower) — NONE

- [JENNISON ASSOCIATES LLC](https://planprovider.pro/provider/alight-solutions) — NONE

- [JP MORGAN CHASE BANK NA](https://planprovider.pro/provider/jp-morgan-asset-management) — TRUSTEE

- [RUSSELL INVESTMENTS IMPLEMENTATION](https://planprovider.pro/provider/russell-investments) — NONE

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

- [JONES DAY](https://planprovider.pro/provider/jones-day) — NONE

- [BASS, BERRY & SIMS PLC](https://planprovider.pro/provider/bass-berry-and-sims-plc) — NONE

- [PRICEWATERHOUSECOOPER LLP](https://planprovider.pro/provider/pricewaterhousecoopers-llp) — NONE

- [MCGUIRE WOODS](https://planprovider.pro/provider/mcguirewoods-llp) — NONE

- [PWC MGT CONSULTING CO LTD](https://planprovider.pro/provider/pricewaterhousecoopers-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $66,204,155

- **Estimated Expense Ratio:** 0.432% 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|

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