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CONTROL SOUTHERN, INC. — CONTROL SOUTHERN, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251015155522NAL0002703715001
CONTROL SOUTHERN, INC.
Form 5500
FILING_RECEIVED
CONTROL SOUTHERN, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 2
98% in single holding
No recordkeeper disclosed
Active participants
204
Accounts w/ balance
230
Plan assets (EOY)
$21.4M
Net assets (EOY)
$13.0M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
80
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CONTROL SOUTHERN, INC.
.
Find decision makers
Plan sponsor
Name
CONTROL SOUTHERN, INC.
EIN
58-0807099
Address
3850 LAKEFIELD DRIVE · SUWANEE, GA · 30024
Phone
(770) 495-3100
Industry
Wholesale Trade
see 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
2025-10-15
Pension benefit codes
2I · Stock bonus
2P · Leveraged ESOP
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
BENNETT THRASHER, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reported
Investments
2 direct securities
· $21.8M
(100% of reported assets)
PI
Investment
Type
Shares / units
Cost
Current value
% of plan
and 572,512 unallocated shares
—
—
$15.8M
$21.4M
100.0%
Control Southern, Inc.
—
—
—
$417K
2.0%
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Knocking points off
Top holding "and 572,512 unallocated shares" is 98% of plan.
No recordkeeper disclosed on Schedule C.
Helping the score
No Schedule C compensation disclosed — likely a small plan or unbundled.
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