Plan Snapshot
- Plan Sponsor: Securtiy National Financial Corporation
- Sponsor EIN: 870345941
- Sponsor Address: PO BOX 57250, MURRAY, UT, 84157
- Plan Type: 401(k)
- Total Participants: 557
- Total Assets: $33.4M
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 | 557 | $33.4M | $229,528 | $2.0M |
| 2023 | 566 | $31.8M | $268,775 | $3.6M |
| 2022 | 943 | $29.0M | $1.9M | $3.3M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $41,482 | — | $41,482 |
| SOLTIS INVESTMENT ADVISORS LLC | NONE | $36,716 | — | $36,716 |
| CHARLES SCHWAB & CO., INC. | NONE | $19,511 | — | $19,511 |
| LARSON AND COMPANY | NONE | $14,200 | — | $14,200 |
| SOLTIS INVESTMENT ADVISORS | NONE | $11,877 | — | $11,877 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- SOLTIS INVESTMENT ADVISORS LLC — NONE
- CHARLES SCHWAB & CO., INC. — NONE
- LARSON AND COMPANY — NONE
- SOLTIS INVESTMENT ADVISORS — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $123,786
- Estimated Expense Ratio: 0.370% 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 | $108,004 | $48,593 | — | $14,200 | — |
| 2023 | $28,352 | $11,535 | $15,648 | — | — |
| 2022 | $104,558 | — | $19,440 | — | $85,118 |