# Security National Financial Corporation 401(k) Plan
Source: https://planprovider.pro/companies/security-national-financial-corporation-401k-plan

> Security National Financial Corporation's 401(k) plan: 439 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 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|

| SOLTIS INVESTMENT ADVISORS LLC|NONE|$40,885|—|$40,885|

| SCHWAB RETIREMENT PLAN SERVICES,INC|NONE|$15,115|—|$15,115|

| CHARLES SCHWAB & CO., INC.|NONE|$9,290|—|$9,290|

| DENTONS DURHAM JONES PINEGAR|NONE|$6,961|—|$6,961|

| LARSON & COMPANY|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SOLTIS INVESTMENT ADVISORS LLC](https://planprovider.pro/provider/soltis-investment-advisors) — NONE

- [SCHWAB RETIREMENT PLAN SERVICES,INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [CHARLES SCHWAB & CO., INC.](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [DENTONS DURHAM JONES PINEGAR](https://planprovider.pro/provider/dentons-durham-jones-pinegar) — NONE

- [LARSON & COMPANY](https://planprovider.pro/provider/larson-and-company-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $72,251

- **Estimated Expense Ratio:** 0.194% 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|$62,886|$40,885|—|—|—|

| 2023|$24,781|$9,676|$14,410|—|—|

| 2022|$72,705|—|$10,197|—|$62,508|

## Similar Plans

- [Securtiy National Financial Corporation](https://planprovider.pro/companies/securtiy-national-financial-corporation-401k-plan-004) — 557 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/security-national-financial-corporation-401k-plan)

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