What public Form 5500 filings show about the Security National Financial Corporation 401(k) plan — and how to find and check your own account.
Security National Financial Corporation (EIN 87-0345941) reports SNF CORPORATION TAX-FAVORED RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $75.1M in plan assets across 1,159 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 National Financial Corporation filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Security National Financial Corporation 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SOLTIS INVESTMENT ADVISORS, CHARLES SCHWAB TRUST BANK, CHARLES SCHWAB & CO, LARSON AND, DENTONS DURHAM JONES PINEGAR.
