Plan Snapshot
- Plan Sponsor: Service Corporation International
- Sponsor EIN: 741488375
- Sponsor Address: PO BOX130548, HOUSTON, TX, 772190548
- Plan Type: 401(k)
- Total Participants: 219
- Total Assets: $3.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 219 | $3.8M | $124,476 | $311,173 |
| 2023 | 233 | $3.6M | $119,750 | $295,112 |
| 2022 | 228 | $3.3M | $126,731 | $316,382 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| HARPER & PEARSON COMPANY, P.C | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HARPER & PEARSON COMPANY, P.C — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $10,546 | — | — | — | — |
| 2023 | $8,659 | — | — | — | — |
| 2022 | $26,075 | — | — | — | $26,075 |