Back to filter
Original filing (PDF)20250717121513NAL0000107315002
SECURITY NATIONAL CORP
Form 5500
FILING_RECEIVED
SECURITY NATIONAL CORPORATION RETIREMENT SAVINGS PLAN & TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
270
Accounts w/ balance
419
Plan assets (EOY)
$84.8M
Net assets (EOY)
$84.8M
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SECURITY NATIONAL CORP.
Plan sponsor
Name
SECURITY NATIONAL CORP
EIN
42-0943329
Address
601 PIERCE STREET · SIOUX CITY, IA · 51101
Phone
(712) 277-6500
Industry
Commercial Banking· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HENJES, CONNER & WILLIAMS PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO INC | 94-1737782 | — | CUSTODIAN | $0 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using CHARLES SCHWAB & CO INC
GOOGLE LLC
GOOGLE LLC 401(K) SAVINGS PLAN
$48.7B · 114,321 participants
KAISER FOUNDATION HEALTH PLAN, INC.
KAISER PERMANENTE 401(K) RETIREMENT PLAN
$22.5B · 155,687 participants
SOUTHWEST AIRLINES CO.
SOUTHWEST AIRLINES CO. RETIREMENT SAVINGS PLAN
$17.0B · 74,221 participants
UNITED AIRLINES, INC.
UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN
$16.8B · 17,444 participants
THE HOME DEPOT, INC.
THE HOME DEPOT FUTUREBUILDER
$14.1B · 391,522 participants
KAISER FOUNDATION HEALTH PLAN, INC.
KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN
$13.8B · 80,148 participants
Similar-size Commercial Banking plans
COMMUNITY TRUST BANCORP INC
COMMUNITY TRUST BANCORP INC SAVINGS PLAN
$84.4M · 937 participants
VERITEX COMMUNITY BANK
VERITEX COMMUNITY BANK 401(K) PLAN
$84.0M · 869 participants
FIRST SECURITY BANCORP
FIRST SECURITY BANCORP 401(K) PLAN
$84.0M · 911 participants
FULTON FINANCIAL CORPORATION
FULTON FINANCIAL AFFILIATES DEFINED BENEFIT PENSION PLAN
$85.6M · 76 participants
FIRSTRUST SAVINGS BANK
FIRSTRUST 401(K) AND PROFIT SHARING PLAN
$83.5M · 468 participants
TRI-COUNTIES BANK
TRI-COUNTIES BANK 401(K) PLAN
$83.1M · 1,163 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B