The Southern Company Employee Savings Plan
Sponsored by Southern Company Services, Inc. · EIN 630274273 · Plan #002
- Total assets
- $9.3B
- Net assets
- $9.3B
- Active participants
- 28,079
- With balances
- 34,850
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | Recordkeeping, Investment management fees (indirect), Shareholder servicing fees | $1,594,946 |
| Warren Averett Llc | Direct payment from the plan, Consulting fees | $32,500 |
| Gallagher Fiduciary Advisors, Llc | Consulting fees | $30,000 |
| Mercer | Consulting fees | $7,500 |