# Securtiy National Financial Corporation 401(k) Plan
Source: https://planprovider.pro/companies/securtiy-national-financial-corporation-401k-plan-004

> Securtiy National Financial Corporation's 401(k) plan: 557 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

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

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

- [LARSON AND COMPANY](https://planprovider.pro/provider/larson-and-company-pc) — NONE

- [SOLTIS INVESTMENT ADVISORS](https://planprovider.pro/provider/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|

## Similar Plans

- [Security National Financial Corporation](https://planprovider.pro/companies/security-national-financial-corporation-401k-plan) — 439 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/securtiy-national-financial-corporation-401k-plan-004)

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