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Original filing (PDF)20250925085411NAL0007464673001
DIVERSE POWER INCORPORATED, AN ELECTRIC MEMBERSHIP CORPORATION
Form 5500
FILING_RECEIVED
DIVERSE POWER 401K PLAN
401(k) retirement plan
Active participants
139
Accounts w/ balance
155
Plan assets (EOY)
$35.6M
Net assets (EOY)
$35.6M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DIVERSE POWER INCORPORATED, AN ELECTRIC MEMBERSHIP CORPORATION.
Plan sponsor
Name
DIVERSE POWER INCORPORATED, AN ELECTRIC MEMBERSHIP CORPORATION
EIN
58-0465897
Address
1400 SOUTH DAVIS ROAD · LAGRANGE, GA · 30241
Phone
(706) 845-2000
Industry
Utilitiessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-25
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MCNAIRMCLEMORE MIDDLEBROOKS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | RECORDKEEPER | $4K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES AD | 59-2937883 | — | INVESTMENT ADVISOR | $72K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS INC | 11-3665754 | — | CONTRACT ADMIN | $15K | — |
| RETIREMENT PLAN ADMINISTRATORS, LLC | 58-2365498 | — | CONTRACT ADMIN | $13K | — |
Investments
28 direct securities· $35.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Franklin Rising Dividends Fund Mutual Fund | — | — | — | $6.2M | 17.5% | |
| Separate Account Guaranteed Interest Contract * Diversified Bond Separate Account Guaranteed Interest Contract | — | — | — | $4.8M | 13.4% | |
| American Funds Growth Fund of America Mutual Fund | — | — | — | $3.1M | 8.8% | |
| American Funds EuroPacific Growth Mutual Fund | — | — | — | $2.7M | 7.5% | |
| MFS Value Mutual Fund | — | — | — | $2.4M | 6.6% | |
| Goldman Sachs Absolute Return Tracker Mutual Fund | — | — | — | $2.1M | 6.0% | |
| Eaton Vance Atlanta Capital SMID-Cap Mutual Fund | — | — | — | $1.9M | 5.4% | |
| American Funds Target Date 2035 Mutual Fund | — | — | — | $1.8M | 5.0% | |
| Virtus Alphasimplex Managed Futures Strategy Mutual Fund | — | — | — | $1.1M | 3.1% | |
| Franklin Utilities Adv Mutual Fund | — | — | — | $1.0M | 2.8% | |
| PIMCO Total Return Mutual Fund | — | — | — | $871K | 2.4% | |
| American Funds Target Date 2025 Mutual Fund | — | — | — | $837K | 2.4% | |
| Invesco Small Cap Growth Fund Mutual Fund | — | — | — | $830K | 2.3% | |
| Goldman Sachs Small Cap VI Insights Fund Mutual Fund | — | — | — | $780K | 2.2% | |
| MM Premier Money Market Fund Mutual Fund 523 PGIM Global Real Estate Mutual Fund | — | — | — | $770K | 2.2% | |
| Various Dates through November 2029 | — | — | — | $663K | 1.9% | |
| American Funds New World Fund Mutual Fund | — | — | — | $616K | 1.7% | |
| American Funds Target Date 2045 Mutual Fund | — | — | — | $586K | 1.6% | |
| Pioneer Strategic Income Fund Mutual Fund | — | — | — | $533K | 1.5% | |
| American Century Mid Cap Value Mutual Fund | — | — | — | $404K | 1.1% | |
| Bank of New York Mellon Natural Resources Fund Mutual Fund | — | — | — | $392K | 1.1% | |
| AB Global Bond Mutual Fund | — | — | — | $322K | 0.9% | |
| American Funds Target Date 2055 Mutual Fund | — | — | — | $267K | 0.8% | |
| Lessor or Similar Party Investment Cost Value Mutual Funds AB Bond Inflation Strategy Fund Mutual Fund | — | — | — | $219K | 0.6% | |
| Self-Directed Brokerage Accounts Self-Directed Brokerage | — | — | — | $153K | 0.4% | |
| Virtus Zevenbergen Technology Mutual Fund | — | — | — | $128K | 0.4% | |
| MM S&P 500(R) Index Mutual Fund | — | — | — | $74K | 0.2% | |
| PGIM Jennsen Mid Cap Growth Fund Mutual Fund | — | — | — | $13K | <0.1% |