Plan Snapshot
- Plan Sponsor: Security National Financial Corporation
- Sponsor EIN: 870345941
- Sponsor Address: P.O. BOX 57250, MURRAY, UT, 841570250
- Plan Type: 401(k)
- Total Participants: 439
- Total Assets: $37.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 439 | $37.2M | $773,420 | $1.4M |
| 2023 | 427 | $28.2M | $137,572 | $2.3M |
| 2022 | 410 | $23.3M | $562,935 | $1.1M |
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 |
|---|---|---|---|---|
| LARSON & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LARSON & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $62,886 | $40,885 | — | — | — |
| 2023 | $24,781 | $9,676 | $14,410 | — | — |
| 2022 | $72,705 | — | $10,197 | — | $62,508 |