2023 Form 5500 filing — The Sci 401(K) Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241002131453NAL0016639650001) for The Sci 401(K) Retirement Savings Plan, reported by Service Corporation Intl under EIN 74-1488375 and plan number 002. It reports 26,816 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002131453NAL0016639650001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Service Corporation Intl
- EIN
- 74-1488375
- Plan number
- 002
- Location
- Houston, TX
- Participants
- 26,816
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,570,409,877
- Net assets (EOY)
- $1,570,409,877
- Employer contributions
- $53,207,436
- Participant contributions
- $80,017,120
- Total income / additions
- $341,393,064
- Benefits paid
- $128,948,875
- Administrative expenses
- $1,312,432
- Total expenses
- $130,435,349
- Net increase / (decrease)
- $210,957,715
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirememt Plan Services Inc | NONE | $1,107,353 | not reported in the loaded dataset |
| Mercer Investment Management | NONE | $91,606 | not reported in the loaded dataset |
| Harper & Pearson Company | NONE | $32,000 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $29,043 | $21 |
| Opus Capital Group LLC | NONE | $21,067 | not reported in the loaded dataset |
| Envestnet Asset Management Inc | NONE | $14,552 | not reported in the loaded dataset |
| Creative Planning LLC | NONE | $12,815 | not reported in the loaded dataset |
| Brinker Capital Investments Ll | NONE | $11,133 | not reported in the loaded dataset |
| Lmcg Investments LLC | NONE | $6,969 | not reported in the loaded dataset |
| Fisher Investments | NONE | $5,918 | not reported in the loaded dataset |