Saphron Watson signed Security First Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Security First Bank's EIN is 47-0299375.
Download the official 2024 Form 5500 (PDF) for Security First Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Security First Bank's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| CREATIVE PLANNING INC. | 43-1270780 | — | N/A | $77K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $27.2M | 91.6% |
