Michael Triesch signed Service Corporation Intl's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Service Corporation Intl's EIN is 74-1488375.
Download the official 2024 Form 5500 (PDF) for Service Corporation Intl from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Service Corporation Intl's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER INVESTMENT MANAGEMENT | 30-0282430 | — | NONE | $91K | — |
| ENVESTNET ASSET MANAGEMENT INC | 36-4319587 | — | NONE | $18K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT SERVICE | 36-4410122 | — | NONE | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMEMT PLAN SERVICES INC | 34-1479833 | — | NONE | $1.0M | — |
| HARPER & PEARSON COMPANY | 74-1695589 | — | NONE | $34K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $32K | — |
| OPUS CAPITAL GROUP LLC | 20-4857214 | — | NONE | $24K | — |
| CREATIVE PLANNING LLC | 43-1270780 | — | NONE | $16K | — |
| BRINKER CAPITAL INVESTMENTS LL | 32-0070947 | — | NONE | $13K | — |
| FISHER INVESTMENTS | 20-2480800 | — | NONE | $7K | — |
| LMCG INVESTMENTS LLC | 27-0282607 | — | NONE | $7K | — |
| HAMILTON CAPITAL LLC | 83-3000171 | — | NONE | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SERVICE CORP INTL COMMON STK Employer Securities | Common Stocks | — | — | $186.1M | 10.6% | |
| T.ROWE PRICE RET 2035 ACTIVE TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $162.8M | 9.3% | |
| T.ROWE PRICE RET 2030 ACTIVE TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $157.9M | 9.0% | |
| NT COLLECTIVE S&P 500 INDEX FUND-NL NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 003 | Common Collective Trust | — | — | $142.5M | 8.1% | |
| T.ROWE PRICE RET 2025 ACTIVE TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $127.2M | 7.3% | |
| T.ROWE PRICE RET 2040 ACTIVE TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $116.7M | 6.7% | |
| T.ROWE PRICE STRUCT RES CMM TR FUND T.ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 010 | Common Collective Trust | — | — | $99.6M | 5.7% | |
| T.ROWE PRICE RET 2045 ACTIVE TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $92.4M | 5.3% | |
| T.ROWE PRICE RET 2020 ACTIVE TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $76.7M | 4.4% | |
| T.ROWE PRICE RET 2050 ACTIVE TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $73.4M | 4.2% | |
| GALLIARD STABLE RETURN FUND E1 SEI TRUST COMPANY · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $65.4M | 3.7% | |
| PCRA Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $53.6M | 3.1% | |
| T.ROWE PRICE RET 2055 ACTIVE TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $49.1M | 2.8% | |
| VANGUARD EXTENDED MKT IDX INST Registered Investment Company | Common Collective Trusts | — | — | $46.7M | 2.7% | |
| T.ROWE PRICE RET 2015 ACTIVE TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $40.4M | 2.3% | |
| Arrowstreet Intl Eq A CWI US Common Collective Trust Fund | Common Collective Trusts | — | — | $39.4M | 2.2% | |
| VANGUARD TOTAL BD MKT IDX INST Registered Investment Company | Common Collective Trusts | — | — | $36.8M | 2.1% | |
| GW&K SM CAP CORE EQ COLLVE INV FUND GLOBAL TRUST COMPANY · EIN 37-6558781 / PN 001 | Common Collective Trust | — | — | $33.8M | 1.9% | |
| PARTICIPANT LOANS (4.25% - 9.50%) | Bonds / Notes | — | — | $31.5M | 1.8% | |
| ARROWSTREET INTL EQ A CWI US GLOBAL TRUST COMPANY · EIN 61-6553401 / PN 004 | Common Collective Trust | — | — | $29.4M | 1.7% | |
| PRUDENTIAL CORE PLUS BOND FUND PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $27.0M | 1.5% | |
| T.ROWE PRICE RET 2060 ACTIVE TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $21.0M | 1.2% | |
| T.ROWE PRICE RET 2010 ACTIVE TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $20.3M | 1.2% | |
| VANGUARD TOTAL INTL STK INSTL Registered Investment Company | Mutual Funds | — | — | $17.3M | 1.0% | |
| SS REAL ASSET NL SERIES FD CLASS C STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 280 | Common Collective Trust | — | — | $13.9M | 0.8% | |
| T.ROWE PRICE RET 2005 ACTIVE TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $13.7M | 0.8% | |
| T.ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $8.5M | 0.5% | |
| CASH | Cash / Money Market | — | — | $12K | <0.1% | |
| SCHWAB GOVERNMENT MONEY FD INV SHS Money Market / Cash Equivalent | Mutual Funds | — | — | $2K | <0.1% |
