What public Form 5500 filings show about the Service Corporation Intl 401(k) plan — and how to find and check your own account.
Service Corporation Intl (EIN 74-1488375) reports THE SCI 401(K) RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $1.8B in plan assets across 22,305 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Service Corporation Intl filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Service Corporation Intl 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB & CO, HAMILTON CAPITAL, HARPER & PEARSON, OPUS CAPITAL GROUP, ENVESTNET ASSET MANAGEMENT, CREATIVE PLANNING.