Plan Snapshot
- Plan Sponsor: Service Corporation Intl
- Sponsor EIN: 741488375
- Sponsor Address: 1929 ALLEN PARKWAY, HOUSTON, TX, 77019
- Plan Type: 401(k)
- Total Participants: 21,793
- Total Assets: $1.8B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 21,793 | $1.8B | $54.5M | $82.1M |
| 2023 | 21,854 | $1.6B | $53.2M | $80.0M |
| 2022 | 21,418 | $1.4B | $51.8M | $77.0M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMEMT PLAN SERVICES INC | Recordkeeper | $1,024,813 | — | $1,024,813 |
| MERCER INVESTMENT MANAGEMENT | Other Service Provider | $91,190 | — | $91,190 |
| HARPER & PEARSON COMPANY | Auditor | $34,000 | — | $34,000 |
| CHARLES SCHWAB & CO., INC. | Recordkeeper | $31,852 | — | $31,852 |
| OPUS CAPITAL GROUP LLC | Other Service Provider | $23,626 | — | $23,626 |
| ENVESTNET ASSET MANAGEMENT INC | Other Service Provider | $17,577 | — | $17,577 |
| CREATIVE PLANNING LLC | Investment Advisor | $15,640 | — | $15,640 |
| BRINKER CAPITAL INVESTMENTS LL | Other Service Provider | $13,141 | — | $13,141 |
| FISHER INVESTMENTS | Recordkeeper | $7,188 | — | $7,188 |
| LMCG INVESTMENTS LLC | Other Service Provider | $6,960 | — | $6,960 |
| HAMILTON CAPITAL LLC | Other Service Provider | $5,885 | — | $5,885 |
| MORNINGSTAR INVESTMENT SERVICE | Other Service Provider | $5,399 | — | $5,399 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMEMT PLAN SERVICES INC — Recordkeeper
- HARPER & PEARSON COMPANY — Auditor
- CHARLES SCHWAB & CO., INC. — Recordkeeper
- CREATIVE PLANNING LLC — Investment Advisor
- FISHER INVESTMENTS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,277,271
- Estimated Expense Ratio: 0.073% of plan assets
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 | $1,286,738 | $272,132 | — | $34,000 | — |
| 2023 | $1,312,432 | $179,006 | $32,000 | — | — |
| 2022 | $1,342,813 | $180,804 | — | — | $30,000 |