SOUTHERN COMPANY SERVICES, INC. 401(k) Plan
What public Form 5500 filings show about the SOUTHERN COMPANY SERVICES, INC. 401(k) plan — and how to find and check your own account.
The SOUTHERN COMPANY SERVICES, INC. 401(k) on its latest Form 5500
SOUTHERN COMPANY SERVICES, INC. (EIN 63-0274273) reports THE SOUTHERN COMPANY EMPLOYEE SAVINGS PLAN on its most recent Form 5500, with $9.3B in plan assets across 28,079 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full SOUTHERN COMPANY SERVICES, INC. filing — schedules, fees, and providers.
Who runs the SOUTHERN COMPANY SERVICES, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Merrill (Bank of America), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your SOUTHERN COMPANY SERVICES, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WARREN AVERETT, LAZARD ASSET MANAGEMENT, DEPRINCE RACE AND ZOLLO, AON, M SOUTH EQUITY PARTNERS III, ARIEL INVESTMENTS.
How to check your SOUTHERN COMPANY SERVICES, INC. 401(k)
- Log in to Merrill (Bank of America)’s participant portal (the site on your statements).
- Ask SOUTHERN COMPANY SERVICES, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).