Original filing (PDF)20250716075528NAL0001788755001

Security Financial Services, Inc. DBA Wealth Advisors Group

Name: Security Financial Services, Inc. DBA Wealth Advisors Group — Form 5500 Plan 001 (2024)
Creator: Security Financial Services, Inc. DBA Wealth Advisors Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wealth Advisors Group 401(k) Plan

401(k) retirement plan · Security Financial Services, Inc. DBA Wealth Advisors Group's Wealth Advisors Group 401(k) Plan held $1.8M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Security Financial Services, Inc. DBA Wealth Advisors Group's EIN is 35-1837442.

EIN 35-1837442

Plan number 001

Plan year 2024

ACK ID 20250716075528NAL0001788755001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Security Financial Services, Inc. DBA Wealth Advisors Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Security Financial Services, Inc. DBA Wealth Advisors Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SECURITY FINANCIAL SERVICES, INC. DBA WEALTH ADVISORS GROUP.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score