# Service Corporation Intl 401(k) Plan
Source: https://planprovider.pro/companies/service-corporation-intl-401k-plan-002

> Service Corporation Intl's 401(k) plan: 21,793 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|NONE|$1,024,813|—|$1,024,813|

| MERCER INVESTMENT MANAGEMENT|NONE|$91,190|—|$91,190|

| HARPER & PEARSON COMPANY|NONE|$34,000|—|$34,000|

| CHARLES SCHWAB & CO., INC.|NONE|$31,852|—|$31,852|

| OPUS CAPITAL GROUP LLC|NONE|$23,626|—|$23,626|

| ENVESTNET ASSET MANAGEMENT INC|NONE|$17,577|—|$17,577|

| CREATIVE PLANNING LLC|NONE|$15,640|—|$15,640|

| BRINKER CAPITAL INVESTMENTS LL|NONE|$13,141|—|$13,141|

| FISHER INVESTMENTS|NONE|$7,188|—|$7,188|

| LMCG INVESTMENTS LLC|NONE|$6,960|—|$6,960|

| HAMILTON CAPITAL LLC|NONE|$5,885|—|$5,885|

| MORNINGSTAR INVESTMENT SERVICE|NONE|$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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [HARPER & PEARSON COMPANY](https://planprovider.pro/provider/harper-and-pearson-company-pc) — NONE

- [CHARLES SCHWAB & CO., INC.](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [CREATIVE PLANNING LLC](https://planprovider.pro/provider/creative-planning) — NONE

- [FISHER INVESTMENTS](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

## 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/service-corporation-intl-401k-plan-002)

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