What public Form 5500 filings show about the Security Financial Management Corp. 401(k) plan — and how to find and check your own account.
Security Financial Management Corp. (EIN 94-1063211) reports SECURITY FINANCIAL MANAGEMENT CORP. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $6.2M in plan assets across 4 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Security Financial Management Corp. filing — schedules, fees, and providers.
Security Financial Management Corp.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Security Financial Management Corp.HR for the recordkeeper’s name and login.
