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Original filing (PDF)20250812122928NAL0007212931001
SOUTHERN COMPANY SERVICES, INC.
Form 5500
FILING_RECEIVED
THE SOUTHERN COMPANY EMPLOYEE SAVINGS PLAN
401(k) retirement plan
Signals · 2
33% in single holding33% employer stock
Active participants
28,079
Accounts w/ balance
34,850
Plan assets (EOY)
$9.3B
Net assets (EOY)
$9.3B
How this plan invests
This plan
5 pooled trusts
Schedule D
20 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
59
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "SOUTHERN CO STOCK COMMON STOCK" is 33% of plan.
- 33% of plan in employer / sponsor stock.
Helping the score
- Below-peer total fees (2 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTHERN COMPANY SERVICES, INC..
Plan sponsor
Name
SOUTHERN COMPANY SERVICES, INC.
EIN
63-0274273
Address
30 IVAN ALLEN JR BLVD NW · BIN SC1002 · ATLANTA, GA · 30308
Phone
(404) 506-5000
Industry
Utilitiessee all
Plan administrator
Name
SOUTHERN COMPANY SAVINGS PLAN COMM
EIN
58-2075401
City
ATLANTA, GA
Phone
(404) 506-5000
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-12
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2I · Stock bonus
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
2R · Participant-directed brokerage (SDBA)
3H · Sponsor in controlled / affiliated group
3F · Sponsor used leased employees
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
WARREN AVERETT
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $1.6M | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS, LLC | 36-4291971 | — | CONSULTANT | $30K | — |
| MERCER | 04-2647786 | — | CONSULTANT | $8K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WARREN AVERETT LLC | 45-4084437 | — | ACCOUNTANT | $33K | — |
Investments
20 direct securities · 5 pooled funds· $14.6B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$9.3B
20 holdings
Common Collective Trust
$5.3B
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SOUTHERN CO STOCK COMMON STOCK | — | — | $1.8B | $3.1B | 33.0% | |
| VANGUARD INSTITUTIONAL 500 IDX VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $2.1B | 23.1% | |
| VANGUARD INSTITUTIONAL 500 IDX COMMON / COLLECTIVE TRUSTS | — | — | $856.9M | $1.8B | 18.9% | |
| BLACKROCK EAFE EQUITY INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3358162 / PN 001 | Common Collective Trust | — | — | $1.0B | 10.8% | |
| NT COLLECTIVE AGGREGATE BOND INDEX NORTHERN TRUST · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $783.9M | 8.4% | |
| BLACKROCK RUSSELL 2000 INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3318704 / PN 001 | Common Collective Trust | — | — | $776.3M | 8.3% | |
| SELF-DIRECT ACCT OTHER ASSETS | — | — | $756.5M | $756.5M | 8.1% | |
| BLACKROCK RUSSELL 2000 INDEX COMMON / COLLECTIVE TRUSTS | — | — | $400.3M | $635.2M | 6.8% | |
| BLACKROCK SHORT-TERM INVESTMENT FUN BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 16-1673805 / PN 001 | Common Collective Trust | — | — | $590.4M | 6.3% | |
| BLACKROCK SHRTTERM INV FD COMMON / COLLECTIVE TRUSTS | — | — | $578.0M | $578.0M | 6.2% | |
| BLACKROCK EAFE EQUITY INDEX GM COMMON / COLLECTIVE TRUSTS | — | — | $382.8M | $502.3M | 5.4% | |
| BLACKROCK EAFE EQUITY INDEX FD COMMON / COLLECTIVE TRUSTS | — | — | $393.4M | $501.3M | 5.4% | |
| NT COLLECTIVE AGGR BOND IDX NL COMMON / COLLECTIVE TRUSTS | — | — | $432.2M | $441.7M | 4.7% | |
| VANGUARD INSTITUTIONAL 500 GM COMMON / COLLECTIVE TRUSTS | — | — | $201.4M | $388.0M | 4.2% | |
| NT COLLECTIVE AGR BD IDX NL GM COMMON / COLLECTIVE TRUSTS | — | — | $338.0M | $342.2M | 3.7% | |
| BLACKROCK RUSSELL 2000 INDX GM COMMON / COLLECTIVE TRUSTS | — | — | $95.7M | $141.1M | 1.5% | |
| LOAN FUND LOANS | — | — | $131.8M | $131.8M | 1.4% | |
| SELF-DIRECT ACCT OTHER ASSETS | — | — | $37.4M | $37.4M | 0.4% | |
| BLACKROCK SHRT TERM INV FD GM COMMON / COLLECTIVE TRUSTS | — | — | $12.3M | $12.3M | 0.1% | |
| SELF-DIRECT ACCT OTHER ASSETS | — | — | $3.1M | $3.1M | <0.1% | |
| BLF FEDFUND MONEY MARKET | — | — | $2.0M | $2.0M | <0.1% | |
| SELF-DIRECT ACCT OTHER ASSETS | — | — | $407K | $407K | <0.1% | |
| SELF-DIRECT ACCT OTHER ASSETS 545 SELF-DIRECT ACCT OTHER ASSETS | — | — | $204K | $204K | <0.1% | |
| PENDING SETTLEMENT FUND PENDING SETTLEMENT FUNDS | — | — | $108K | $108K | <0.1% | |
| ACCRUED INCOME ACCRUED INCOME | — | — | $55K | $55K | <0.1% |