# Security National Bank 401(k) Plan
Source: https://planprovider.pro/companies/security-national-bank-of-omaha-401k-plan

> Security National Bank's 401(k) plan: 238 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Security National Bank

- **Sponsor EIN:** 470485339

- **Sponsor Address:** 1120 SOUTH 101ST STREET, OMAHA, NE, 68124

- **Plan Type:** 401(k)

- **Total Participants:** 238

- **Total Assets:** $32.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|238|$32.7M|$991,960|$1.9M|

| 2023|226|$27.1M|$617,155|$1.6M|

| 2022|204|$23.0M|$480,573|$1.3M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| ROSSITTO & ASSOCIATES, LLC|Auditor|$6,719|—|$6,719|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $6,719

- **Estimated Expense Ratio:** 0.021% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$21,661|—|$14,942|$6,719|—|

| 2023|$13,583|—|$5,753|$7,830|—|

| 2022|$11,728|—|$4,475|—|$7,253|

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