The Sci 401(k) Retirement Savings Plan
Sponsored by Service Corporation Intl · EIN 741488375 · Plan #002
- Total assets
- $1.8B
- Net assets
- $1.8B
- Active participants
- 21,793
- With balances
- 26,303
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mercator Investment Management Llc CRD 296809 | fuzzy_auto · 97% | 2024 |
| Opus Capital Group, Llc CRD 106528 | deterministic · 100% | 2024 |
| Envestnet Asset Management, Inc. CRD 111694 | deterministic · 100% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
| Lmcg Investments, Llc CRD 149936 | deterministic · 100% | 2024 |
| Hamilton Capital, Llc CRD 109116 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirememt Plan Services Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $1,024,813 |
| Mercer Investment Management | Investment management, Direct payment from the plan | $91,190 |
| Harper & Pearson Company | Accounting, Direct payment from the plan | $34,000 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $31,852 |
| Opus Capital Group Llc | Investment advisory (participants), Direct payment from the plan | $23,626 |
| Envestnet Asset Management Inc | Investment advisory (participants), Direct payment from the plan | $17,577 |
| Creative Planning Llc | Investment advisory (participants), Direct payment from the plan | $15,640 |
| Brinker Capital Investments Ll | Investment advisory (participants), Direct payment from the plan | $13,141 |
| Fisher Investments | Investment advisory (participants), Direct payment from the plan | $7,188 |
| Lmcg Investments Llc | Investment advisory (participants), Direct payment from the plan | $6,960 |
| Hamilton Capital Llc | Investment advisory (participants), Direct payment from the plan | $5,885 |
| Morningstar Investment Service | Investment advisory (participants), Direct payment from the plan | $5,399 |