The Sci 401(K) Retirement Savings Plan — Form 5500 plan (Service Corporation Intl)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The Sci 401(K) Retirement Savings Plan is a benefit plan reported by Service Corporation Intl under EIN 74-1488375 and plan number 002. The latest loaded filing year is 2023. The filing reports 26,816 participants and $1,570,409,877 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Service Corporation Intl
- EIN
- 74-1488375
- Plan number
- 002
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 26,816
- End-of-year plan assets
- $1,570,409,877
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 26,816 | H, C | 20241002131453NAL0016639650001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,570,409,877
- Net assets (EOY)
- $1,570,409,877
- Net assets (BOY)
- $1,359,431,824
Income & contributions
- Employer contributions
- $53,207,436
- Participant contributions
- $80,017,120
- Total contributions
- $138,893,753
- Total income / additions
- $341,393,064
Expenses & distributions
- Benefits paid
- $128,948,875
- Administrative expenses
- $1,312,432
- Total expenses
- $130,435,349
- Net increase / (decrease)
- $210,957,715
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirememt Plan Services Inc | NONE | $1,107,353 | not reported in the loaded dataset | 2023 |
| Mercer Investment Management | NONE | $91,606 | not reported in the loaded dataset | 2023 |
| Harper & Pearson Company | NONE | $32,000 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $29,043 | $21 | 2023 |
| Opus Capital Group LLC | NONE | $21,067 | not reported in the loaded dataset | 2023 |
| Envestnet Asset Management Inc | NONE | $14,552 | not reported in the loaded dataset | 2023 |
| Creative Planning LLC | NONE | $12,815 | not reported in the loaded dataset | 2023 |
| Brinker Capital Investments Ll | NONE | $11,133 | not reported in the loaded dataset | 2023 |
| Lmcg Investments LLC | NONE | $6,969 | not reported in the loaded dataset | 2023 |
| Fisher Investments | NONE | $5,918 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Service Corporation Intl
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Schwab Retirememt Plan Services Inc — Schedule C compensation
- Mercer Investment Management — Schedule C compensation
- Harper & Pearson Company — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Opus Capital Group LLC — Schedule C compensation
- Envestnet Asset Management Inc — Schedule C compensation
- Creative Planning LLC — Schedule C compensation
- Brinker Capital Investments Ll — Schedule C compensation
- Lmcg Investments LLC — Schedule C compensation
- Fisher Investments — Schedule C compensation