Southern Company Services, Inc.'s EIN is 63-0274273.
Download the official 2024 Form 5500 (PDF) for Southern Company Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Southern Company Services, Inc.'s plan includes life insurance.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LAZARD ASSET MANAGEMENT | 05-0530199 | — | NONE | $65K | — |
| INVESCO ADVISORS | 58-1707262 | — | NONE | $58K | — |
| ABERDEEN ASSET MGMT | 51-0368279 | — | NONE | $44K | — |
| DEPRINCE, RACE AND ZOLLO | 59-3299598 | — | NONE | $25K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF NEW YORK MELLON | 13-5160382 | — | TRUSTEE | $122K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON | 59-3099288 | — | NONE | $25K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in master trust] | Other | — | — | $113.7M | 50.5% | |
| APC POST-RET. WELFARE BENEFIT TRUST SOUTHERN COMPANY SERVICES, INC · EIN 63-1133071 / PN 502 | Master Trust | — | — | $111.2M | 49.4% | |
| LAZARD CORE FIXED INCOME PORTFOLIO LAZARD ASSET MANAGEMENT LLC · EIN 30-0598495 / PN 001 | 103-12 Investment Entity | — | $37.5M | $41.3M | 18.4% | |
| NT COMMON EAFE INDEX FD NON-LENDING NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6626196 / PN 001 | Common Collective Trust | — | $10.1M | $13.1M | 5.8% | |
| HEDGE FUND OFI GLOBAL INTERNATIONAL GROWTH HEDGE FUND | Other securities | — | $7.6M | $12.5M | 5.6% | |
| REGISTERED INVESTMENT COMPANIES ABERDEEN EMERGING MARKETS FUND REGISTERED INVESTMENT COMP | Other securities | — | $4.8M | $6.4M | 2.9% | |
| MPC MEDICAL BENEFITS PLAN TRUST SOUTHERN COMPANY SERVICES, INC · EIN 64-0737285 / PN 501 | Master Trust | — | — | $2.4M | 1.1% | |
| NVIDIA CORP Corporate stock - common | Common Stocks | — | $400K | $1.8M | 0.8% | |
| APPLE INC Corporate stock - common | Common Stocks | — | $498K | $1.5M | 0.7% | |
| MICROSOFT CORP Corporate stock - common | Common Stocks | — | $625K | $1.4M | 0.6% | |
| AMAZON.COM INC Corporate stock - common | Common Stocks | — | $581K | $1.3M | 0.6% | |
| APPLE INC Corporate stock - common | Common Stocks | — | $168K | $1.1M | 0.5% | |
| NVIDIA CORP Corporate stock - common | Common Stocks | — | $17K | $998K | 0.4% | |
| MICROSOFT CORP Corporate stock - common | Common Stocks | — | $137K | $950K | 0.4% | |
| META PLATFORMS INC Corporate stock - common | Common Stocks | — | $375K | $766K | 0.3% | |
| BROADCOM INC Corporate stock - common | Common Stocks | — | $425K | $717K | 0.3% | |
| AMAZON.COM INC Corporate stock - common | Common Stocks | — | $119K | $622K | 0.3% | |
| METLIFE CASH EQUIVALENT CASH EQUIVALENTS | Cash / Money Market | — | $574K | $574K | 0.3% | |
| CASH RESERVE MONEY MARKET FUND REGISTERED INVESTMENT COMP | Cash / Money Market | — | $557K | $557K | 0.2% | |
| ALPHABET INC Corporate stock - common | Common Stocks | — | $347K | $530K | 0.2% | |
| TESLA INC Corporate stock - common | Common Stocks | — | $275K | $468K | 0.2% | |
| VISA INC Corporate stock - common | Common Stocks | — | $285K | $436K | 0.2% | |
| PROVIDENT RESERVE CASH ACCOUNT DEPOSIT ADMINISTRATION CASH | Cash / Money Market | — | $420K | $420K | 0.2% | |
| META PLATFORMS INC Corporate stock - common | Common Stocks | — | $77K | $386K | 0.2% | |
| ELI LILLY & CO Corporate stock - common | Common Stocks | — | $69K | $381K | 0.2% | |
| TESLA INC Corporate stock - common | Common Stocks | — | $195K | $342K | 0.2% | |
| ALPHABET INC Corporate stock - common | Common Stocks | — | $69K | $338K | 0.2% | |
| NETFLIX INC Corporate stock - common | Common Stocks | — | $131K | $333K | 0.1% | |
| BROADCOM INC Corporate stock - common | Common Stocks | — | $35K | $326K | 0.1% | |
| ALPHABET INC Corporate stock - common | Common Stocks | — | $55K | $277K | 0.1% | |
| ATLASSIAN CORP Corporate stock - common | Common Stocks | — | $219K | $263K | 0.1% | |
| BERKSHIRE HATHAWAY INC Corporate stock - common | Common Stocks | — | $91K | $252K | 0.1% | |
| SERVICENOW INC Corporate stock - common | Common Stocks | — | $148K | $250K | 0.1% | |
| INTUITIVE SURGICAL INC Corporate stock - common | Common Stocks | — | $127K | $226K | 0.1% | |
| ENERSYS Corporate stock - common | Common Stocks | — | $201K | $225K | <0.1% | |
| CROWDSTRIKE HOLDINGS INC Corporate stock - common | Common Stocks | — | $120K | $223K | <0.1% | |
| POTLATCHDELTIC CORP Corporate stock - common | Common Stocks | — | $234K | $212K | <0.1% | |
| PERRIGO CO PLC Corporate stock - common | Common Stocks | — | $270K | $211K | <0.1% | |
| NEWELL BRANDS INC Corporate stock - common | Common Stocks | — | $217K | $210K | <0.1% | |
| JPMORGAN CHASE & CO Corporate stock - common | Common Stocks | — | $72K | $206K | <0.1% | |
| TRADE DESK INC/THE Corporate stock - common | Common Stocks | — | $142K | $197K | <0.1% | |
| GLACIER BANCORP INC Corporate stock - common | Common Stocks | — | $143K | $191K | <0.1% | |
| ELI LILLY & CO Corporate stock - common | Common Stocks | — | $16K | $184K | <0.1% | |
| GOLDMAN SACHS GROUP INC/THE Corporate stock - common | Common Stocks | — | $172K | $182K | <0.1% | |
| WERNER ENTERPRISES INC Corporate stock - common | Common Stocks | — | $193K | $172K | <0.1% | |
| MICRON TECHNOLOGY INC Corporate stock - common | Common Stocks | — | $150K | $170K | <0.1% | |
| BOOKING HOLDINGS INC Corporate stock - common | Common Stocks | — | $119K | $169K | <0.1% | |
| LOWE'S COS INC Corporate stock - common | Common Stocks | — | $166K | $168K | <0.1% | |
| VISA INC Corporate stock - common | Common Stocks | — | $50K | $166K | <0.1% | |
| WORKDAY INC Corporate stock - common | Common Stocks | — | $132K | $164K | <0.1% |
