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Original filing (PDF)20251015123811NAL0009262466001
SOUTHERN POWER SYSTEMS, INC
Form 5500
FILING_RECEIVED
SOUTHERN POWER SYSTEMS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
110
Accounts w/ balance
135
Plan assets (EOY)
$10.5M
Net assets (EOY)
$10.5M
How this plan invests
This plan
38 pooled trusts
Schedule D
39 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
Helping the score
- Below-peer total fees (8 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTHERN POWER SYSTEMS, INC.
Plan sponsor
Name
SOUTHERN POWER SYSTEMS, INC
EIN
72-1273495
Address
8501 JOOR ROAD · BATON ROUGE, LA · 70818
Phone
(225) 261-7807
Industry
Other Services (ex. Public Admin)see 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KUSHNER LAGRAIZE, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $4K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES INC(USA) | 95-2755361 | SANTA MONICA, CA | INVESTMENT ADVISOR | $5K | — |
Investments
3 direct securities · 38 pooled funds· $10.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$10.3M
38 holdings
Uncategorized
$669K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JH MULTIMANAGER BALANCED LS JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $2.3M | 22.0% | |
| JOHN HANCOCK DISCIPLINED VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $1.7M | 16.0% | |
| BLUE CHIP GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $1.1M | 10.3% | |
| JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $997K | 9.5% | |
| JH MULTIMANAGER GROWTH LS JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $833K | 7.9% | |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $554K | 5.3% | |
| NUVEEN SMALL-CAP BLEND INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $424K | 4.0% | |
| JOHN HANCOCK STABLE VAL JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $340K | 3.2% | |
| TOTAL BOND MARKET FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $272K | 2.6% | |
| John Hancock USA Participant Loans - | — | — | — | $254K | 2.4% | |
| September 2029, collateralized by participants’ vested interest in the Plan - | — | — | — | $254K | 2.4% | |
| AMERICAN FUNDS 2060 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $200K | 1.9% | |
| FIDELITY INTERNATIONAL INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $197K | 1.9% | |
| AMERICAN FUNDS 2040 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $169K | 1.6% | |
| John Hancock USA American Funds 2065 TD | — | — | $136K | $162K | 1.5% | |
| AMERICAN FUNDS 2065 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $162K | 1.5% | |
| AMERICAN FUNDS 2030 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $152K | 1.4% | |
| AMERICAN FUNDS EUROPAC GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $142K | 1.3% | |
| AMERICAN FUNDS 2050 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $124K | 1.2% | |
| PGIM TOTAL RETURN BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $117K | 1.1% | |
| AMERICAN FUNDS 2055 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $103K | 1.0% | |
| VANGUARD EXPLORER FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $68K | 0.6% | |
| AMERICAN FUNDS 2035 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $68K | 0.6% | |
| AMERICAN FUNDS 2045 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $44K | 0.4% | |
| FIDELITY MID CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $40K | 0.4% | |
| CAPITAL WORLD GROWTH & INCOME JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $24K | 0.2% | |
| PGIM JENNISON MID CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $22K | 0.2% | |
| AMERICAN FUNDS 2025 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $21K | 0.2% | |
| JH MULTIMANAGER MODERATE LS JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $21K | 0.2% | |
| PRINCIPAL GLOBAL REAL ESTATE JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | $15K | $17K | 0.2% | |
| DODGE & COX INTERNATIONAL ST JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $17K | 0.2% | |
| JH DISCIPLINED VALUE MID CAP JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $13K | 0.1% | |
| AMERICAN FUNDS NEW WORLD FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $12K | 0.1% | |
| DFA INTL SMALL COMPANY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $8K | <0.1% | |
| AVANTIS US SMALL CAP VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $6K | <0.1% | |
| DFA INFLATION-PROTECTED SEC JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $3K | <0.1% | |
| AMERICAN FUNDS 2020 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $2K | <0.1% | |
| AB GLOBAL BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $2K | <0.1% | |
| JH MULTIMANAGER CONSERV LS JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $1K | <0.1% | |
| AMERICAN FUNDS 2015 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $211 | <0.1% | |
| BLACKROCK HIGH YIELD BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $13 | <0.1% |
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