Patty Chambers signed Security Financial Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Security Financial Bank's EIN is 39-0605225.
Download the official 2024 Form 5500 (PDF) for Security Financial Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Security Financial Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ORGEL WEALTH MANAGEMENT, LLC | — | ALTOONA, WI | INVESTMENT ADVISOR | $40K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| GALLIARD STABLE RETURN FUND C WELLS FARGO MUTUAL FUNDS · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $2.2M | 16.6% | |
| T. Rowe Price Capital Appreciation Mutual fund | Other securities | — | — | $1.6M | 12.2% | |
| Fidelity 500 Index Mutual fund | Common Collective Trusts | — | — | $1.6M | 11.7% | |
| Fidelity Large Cap Growth Index Mutual fund | Mutual Funds | — | — | $1.4M | 10.2% | |
| FEDERATED HERMES TOTAL RET BD CIF C GREAT GRAY · EIN 85-3992542 / PN 652 | Common Collective Trust | — | — | $1.2M | 9.0% | |
| Fidelity US Bond Index Mutual fund | Mutual Funds | — | — | $1.2M | 8.6% | |
| Fidelity Large Cap Value Index Mutual fund | Mutual Funds | — | — | $1.1M | 8.2% | |
| American Funds EuroPacific GR R6 Mutual fund | Mutual Funds | — | — | $641K | 4.7% | |
| JANUS HENDERSON ENTERPRISE CF CL II GREAT GRAY · EIN 38-7289853 / PN 001 | Common Collective Trust | — | — | $543K | 4.0% | |
| Fidelity Total International Index Mutual fund | Mutual Funds | — | — | $515K | 3.8% | |
| Allspring Special Mid Cap Value A Mutual fund | Other securities | — | — | $485K | 3.6% | |
| Natixis Vaughan Nelson Small Cap Value A Mutual fund | Other securities | — | — | $377K | 2.8% | |
| Johcm Emerging Markets Opps Instl Mutual fund | Other securities | — | — | $287K | 2.1% | |
| Harbor Small Cap Growth Instl Mutual fund | Other securities | — | — | $286K | 2.1% | |
| Fidelity Small Cap Index Mutual fund | Mutual Funds | — | — | $37K | 0.3% | |
| Fidelity Mid Cap Index Mutual fund | Mutual Funds | — | — | $31K | 0.2% | |
| Fidelity Inflation Protected Bond Index Mutual fund | Mutual Funds | — | — | $13K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
