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Original filing (PDF)20251002155329NAL0000676481001
COBB ELECTRIC MEMBERSHIP CORPORATION
Form 5500
FILING_RECEIVED
COBB EMC 401(K) PLAN
401(k) retirement plan
Signals · 1
31% in single holding
Active participants
388
Accounts w/ balance
502
Plan assets (EOY)
$79.4M
Net assets (EOY)
$79.4M
How this plan invests
This plan
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
85
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Mass Mutual Life Insurance Co. Guaranteed Interest Account" is 31% of plan.
- 21 bps in Schedule C fees — modestly above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COBB ELECTRIC MEMBERSHIP CORPORATION.
Plan sponsor
Name
COBB ELECTRIC MEMBERSHIP CORPORATION
EIN
58-0198155
Address
1000 EMC PARKWAY, NE · MARIETTA, GA · 30060
Phone
(678) 355-3648
Industry
Utilitiessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MCNAIR, MCLEMORE, MIDDLEBROOKS &
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $104K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CANNON FINANCIAL STRATEGISTS INC | — | ATHENS, GA | OTHER | $62K | — |
Investments
19 direct securities· $79.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Mass Mutual Life Insurance Co. Guaranteed Interest Account | — | — | — | $24.3M | 30.7% | |
| 500 Index Fund (Fidelity) Mutual Fund | — | — | — | $13.9M | 17.5% | |
| Large Cap Growth Index Fund (TIAA-CREF) Mutual Fund | — | — | — | $6.9M | 8.7% | |
| US Large Cap Value Fund (DFA) Mutual Fund | — | — | — | $6.6M | 8.3% | |
| International Core Equity Fund (DFA) Mutual Fund | — | — | — | $6.2M | 7.8% | |
| Bond Index Fund (Fidelity US) Mutual Fund | — | — | — | $4.4M | 5.5% | |
| Bond Plus Fund (TIAA-CREF) Mutual Fund | — | — | — | $2.5M | 3.2% | |
| New Horizons Fund (T. Rowe Price) Mutual Fund | — | — | — | $2.3M | 2.9% | |
| Mid-Cap Value Index Fund (Vanguard) Mutual Fund | — | — | — | $2.2M | 2.8% | |
| Mid Cap Index Fund (Fidelity) Mutual Fund | — | — | — | $1.9M | 2.4% | |
| US Small Cap Value Fund (DFA) Mutual Fund | — | — | — | $1.7M | 2.1% | |
| Developed Markets Index Fund (Vanguard) Mutual Fund | — | — | — | $1.6M | 2.1% | |
| Maturing at Various Dates Through December 2029 | — | — | — | $1.5M | 1.9% | |
| Small Cap Index Fund (Fidelity) Mutual Fund | — | — | — | $1.1M | 1.4% | |
| Emerging Markets Core Equity Portfolio Fund (DFA) Mutual Fund | — | — | — | $936K | 1.2% | |
| Lessor or Similar Party Investments Cost Value Mutual Funds Short Term Bond Fund (Baird) Mutual Fund | — | — | — | $765K | 1.0% | |
| High-Yield Fund (TIAA-CREF) Mutual Fund | — | — | — | $451K | 0.6% | |
| Inflation Protected Securities Fund (Vanguard) Mutual Fund | — | — | — | $51K | <0.1% | |
| Mass Mutual Life Insurance Co. Pooled Separate Account | — | — | — | $15K | <0.1% |