Employers › Service Corporation International › plan 002
Recordkeeping fees per participant · The SCI 401(k) Retirement Savings Plan · plan year 2024
$37.28
Higher than 57% of the 790 plans over $1B that report it.
= $980,606 / 26,303
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014153109NAL0001618787001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014153109NAL0001618787001, received 2025-10-14
Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-14.
Administrative expenses excluding investment management, per participant
$38.57
Higher than 38% of the 1,045 plans over $1B that report it.
= $1,014,606 / 26,303
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014153109NAL0001618787001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014153109NAL0001618787001, received 2025-10-14
Administrative expenses per participant
$48.92
Higher than 29% of the 1,076 plans over $1B that report it.
= $1,286,738 / 26,303
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014153109NAL0001618787001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014153109NAL0001618787001, received 2025-10-14
Administrative expenses as a share of assets
0.073%
Higher than 74% of the 1,076 plans over $1B that report it.
= $1,286,738 / $1,753,628,148
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014153109NAL0001618787001, received 2025-10-14
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014153109NAL0001618787001, received 2025-10-14
Employer contributions per participant
$2,071
Higher than 19% of the 1,135 plans over $1B that report it.
= $54,478,104 / 26,303
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014153109NAL0001618787001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014153109NAL0001618787001, received 2025-10-14
Employer share of total contributions
37.3%
Higher than 66% of the 1,135 plans over $1B that report it.
= $54,478,104 / $146,158,410
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014153109NAL0001618787001, received 2025-10-14
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014153109NAL0001618787001, received 2025-10-14
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2R participant brokerage window · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251014153109NAL0001618787001, received 2025-10-14
| Field | Value | Source |
|---|---|---|
| Plan sponsor | SERVICE CORPORATION INTL | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251014153109NAL0001618787001, received 2025-10-14 |
| Plan name | THE SCI 401(K) RETIREMENT SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251014153109NAL0001618787001, received 2025-10-14 |
| Sponsor EIN / plan number | 74-1488375 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251014153109NAL0001618787001, received 2025-10-14 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251014153109NAL0001618787001, received 2025-10-14 |
| Sponsor location | HOUSTON, TX | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251014153109NAL0001618787001, received 2025-10-14 |
| Industry (business code) | 812210, Other services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251014153109NAL0001618787001, received 2025-10-14 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251014153109NAL0001618787001, received 2025-10-14 |
| Filing received | 2025-10-14 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251014153109NAL0001618787001, received 2025-10-14 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251014153109NAL0001618787001, received 2025-10-14 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251014153109NAL0001618787001, received 2025-10-14 |
| Participants, beginning of year | 27,628 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251014153109NAL0001618787001, received 2025-10-14 |
| Active participants | 21,793 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251014153109NAL0001618787001, received 2025-10-14 |
| Participants, end of year | 27,861 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251014153109NAL0001618787001, received 2025-10-14 |
| Participants with an account balance | 26,303 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014153109NAL0001618787001, received 2025-10-14 |
| Total assets, beginning of year | $1,570,409,877 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251014153109NAL0001618787001, received 2025-10-14 |
| Total assets, end of year | $1,753,628,148 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014153109NAL0001618787001, received 2025-10-14 |
| Net assets, end of year | $1,753,628,148 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251014153109NAL0001618787001, received 2025-10-14 |
| Total income | $356,125,104 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251014153109NAL0001618787001, received 2025-10-14 |
| Net income | $183,072,224 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251014153109NAL0001618787001, received 2025-10-14 |
| Employer contributions | $54,478,104 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014153109NAL0001618787001, received 2025-10-14 |
| Participant contributions | $82,071,220 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251014153109NAL0001618787001, received 2025-10-14 |
| Other contributions (incl. rollovers) | $9,609,086 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251014153109NAL0001618787001, received 2025-10-14 |
| Total contributions | $146,158,410 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014153109NAL0001618787001, received 2025-10-14 |
| Benefit payments | $171,404,853 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251014153109NAL0001618787001, received 2025-10-14 |
| Total expenses (incl. benefit payments) | $173,052,880 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251014153109NAL0001618787001, received 2025-10-14 |
| Total administrative expenses | $1,286,738 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014153109NAL0001618787001, received 2025-10-14 |
| Recordkeeping fees | $980,606 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014153109NAL0001618787001, received 2025-10-14 |
| IQPA audit fees | $34,000 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251014153109NAL0001618787001, received 2025-10-14 |
| Investment advisory and management fees | $272,132 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251014153109NAL0001618787001, received 2025-10-14 |
| Administrative expenses excluding investment management | $1,014,606 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014153109NAL0001618787001, received 2025-10-14 |
| Held in common/collective trusts | $1,381,592,102 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251014153109NAL0001618787001, received 2025-10-14 |
| Held in mutual funds | $100,849,035 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251014153109NAL0001618787001, received 2025-10-14 |
| Independent auditor | HARPER & PEARSON COMPANY, P.C. | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251014153109NAL0001618787001, received 2025-10-14 |
Position = column in the DOL layout for form year 2024. Filing 20251014153109NAL0001618787001, received 2025-10-14.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| SCHWAB RETIREMEMT PLAN SERVICES INCrecordkeeper | NONE | 15 Recordkeeping and information management; 26 Investment advisory (participants); 50 Direct payment from the plan; 64 Recordkeeping fees | $1,024,813 | no |
| MERCER INVESTMENT MANAGEMENT | NONE | 28 Investment management; 50 Direct payment from the plan | $91,190 | no |
| HARPER & PEARSON COMPANY | NONE | 10 Accounting (including auditing); 50 Direct payment from the plan | $34,000 | no |
| CHARLES SCHWAB & CO., INC. | NONE | 33 Securities brokerage; 50 Direct payment from the plan; 59 Shareholder servicing fees; 62 Float revenue; 71 Securities brokerage commissions and fees; 72 Other investment fees and expenses | $31,852 | yes |
| OPUS CAPITAL GROUP LLC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $23,626 | no |
| ENVESTNET ASSET MANAGEMENT INC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $17,577 | no |
| CREATIVE PLANNING LLC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $15,640 | no |
| BRINKER CAPITAL INVESTMENTS LL | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $13,141 | no |
| FISHER INVESTMENTS | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $7,188 | no |
| LMCG INVESTMENTS LLC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $6,960 | no |
| HAMILTON CAPITAL LLC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $5,885 | no |
| MORNINGSTAR INVESTMENT SERVICE | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $5,399 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251014153109NAL0001618787001, received 2025-10-14.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $1,570,409,877 | $1,753,628,148 | 11.7% |
| Participants with a balance | 25,989 | 26,303 | 1.2% |
| Administrative expenses | $1,312,432 | $1,286,738 | -2.0% |
| Recordkeeping fees per participant | $42.38 | $37.28 | -12.0% |
| Employer contributions | $53,207,436 | $54,478,104 | 2.4% |
Prior filing 20241002131453NAL0016639650001, received 2024-10-02; the plan years are contiguous.