Plan Ledger DOL Form 5500 · updated monthly

Service Corporation Intl401(k)

THE SCI 401(K) RETIREMENT SAVINGS PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.08%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Service Corporation Intl reported $1,286,738 in plan administrative expenses for 2024: 0.08% of average plan assets, above the peer median. Employer contributions averaged $2,500 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.09% to 0.08%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other other services employers. By assets it is the 75th-largest of 5,688 plans among Texas employers on file, and the 5th of 3,341 in other services. In 2024, employees put in $1.51 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,753,628,148
Participants with balances26,303
Active participants21,793
Employer contributions$54,478,104
Employee contributions$82,071,220
Employer contribution per active participant$2,500
Average account balance$66,670
Benefits paid to participants$171,404,853
Plan auditUnmodified (clean) audit opinion
AuditorHARPER & PEARSON COMPANY, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$1.8B · 26,303 accts · $54.5M emplr
2023$1.6B · 25,989 accts · $53.2M emplr
2022$1.4B · 25,214 accts · $51.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$980,606
Investment management$272,132
Audit (IQPA)$34,000
Total administrative$1,286,738
The Service Corporation Intl 401(k) match · 2024
Employer contribution per active participant$2,500
Median for plans this size$5,259
2024$2,500 per active participant
2023$2,435 per active participant
2022$2,417 per active participant

Service Corporation Intl's 2024 employer contribution ran below the $5,259 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 202412
SCHWAB RETIREMEMT PLAN SERVICES INC · Recordkeeping · Investment advisory (participants)$1,024,813
MERCER INVESTMENT MANAGEMENT · Investment management$91,190
HARPER & PEARSON COMPANY · Accounting / audit$34,000
CHARLES SCHWAB & CO., INC. · Securities brokerage$31,852
OPUS CAPITAL GROUP LLC · Investment advisory (participants)$23,626
ENVESTNET ASSET MANAGEMENT INC · Investment advisory (participants)$17,577
CREATIVE PLANNING LLC · Investment advisory (participants)$15,640
BRINKER CAPITAL INVESTMENTS LL · Investment advisory (participants)$13,141
FISHER INVESTMENTS · Investment advisory (participants)$7,188
LMCG INVESTMENTS LLC · Investment advisory (participants)$6,960
HAMILTON CAPITAL LLC · Investment advisory (participants)$5,885
MORNINGSTAR INVESTMENT SERVICE · Investment advisory (participants)$5,399

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$1,286,738 · 0.08%
2023$1,312,432 · 0.09%
2022$1,342,813 · 0.09%
All plans at this employer3
THE SCI 401(K) RETIREMENT SAVINGS PLAN401(k)
SCI UNION 401(K) RETIREMENT SAVINGS PLAN401(k)
STEWART ENTERPRISES PUERTO RICO RETIREMENT TRUST401(k)
Similar plansOther Services · Texas
Cintas Corporation OH$4.4B · 0.09%
Finra DC$2.5B · 0.03%
Vizient, Inc. TX$1.1B · 0.07%
Aarp DC$998.5M · 0.03%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 741488375 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.