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Original filing (PDF)20251013144553NAL0001453537001
SN SERVICING CORPORATION
Form 5500
FILING_RECEIVED
SN SERVICING 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
243
Accounts w/ balance
308
Plan assets (EOY)
$23.9M
Net assets (EOY)
$23.9M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (8 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SN SERVICING CORPORATION.
Plan sponsor
Name
SN SERVICING CORPORATION
EIN
72-1299528
Address
13702 COURSEY BOULEVARD · BATON ROUGE, LA · 70817
Phone
(707) 476-2668
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CARR, RIGGS & INGRAM, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $19K | — |
| MORNINGSTAR | 36-3297908 | — | SERVICE PROVIDER | $0 | — |
Investments
34 direct securities · 1 pooled fund· $43.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$23.9M
34 holdings
Pooled Separate Account
$19.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $19.1M | 80.2% | |
| American Funds Growth Fund of America A Pooled Separate Account | — | — | — | $3.2M | 13.2% | |
| Voya Fixed Account (contract value) Insurance contract | — | — | — | $2.4M | 9.9% | |
| Voya Fixed Account A (contract value) Insurance contract | — | — | — | $2.4M | 9.9% | |
| MFS Value Fund Pooled Separate Account | — | — | — | $2.1M | 9.0% | |
| Voya US Stock Index Portfolio Srv Pooled Separate Account | — | — | — | $1.9M | 8.1% | |
| Voya Indx Solution 2065 P-Srv Pooled Separate Account | — | — | — | $1.3M | 5.5% | |
| Voya Indx Solution 2045 P-Srv Pooled Separate Account | — | — | — | $1.2M | 5.1% | |
| Voya Indx Solution 2035 P-Srv Pooled Separate Account | — | — | — | $1.2M | 4.8% | |
| American Funds New Perspective A Pooled Separate Account | — | — | — | $1.1M | 4.8% | |
| American Funds Income Fund of America A Pooled Separate Account | — | — | — | $934K | 3.9% | |
| Voya Indx Solution 2055 P-Srv Pooled Separate Account | — | — | — | $720K | 3.0% | |
| American Funds EuroPacific Growth A Pooled Separate Account | — | — | — | $716K | 3.0% | |
| American Funds American Balanced Pooled Separate Account | — | — | — | $604K | 2.5% | |
| Voya Indx Solution 2050 P-Srv Pooled Separate Account | — | — | — | $572K | 2.4% | |
| Voya Indx Solution 2025 P-Srv Pooled Separate Account | — | — | — | $541K | 2.3% | |
| Voya Indx Solution 2030 P-Srv Pooled Separate Account | — | — | — | $531K | 2.2% | |
| Voya Indx Solution 2040 P-Srv Pooled Separate Account | — | — | — | $382K | 1.6% | |
| Voya Indx Solution 2060 P-Srv Pooled Separate Account | — | — | — | $316K | 1.3% | |
| American Funds Washington Mutual Inv Pooled Separate Account | — | — | — | $288K | 1.2% | |
| Voya Int'l Small Cap Multi-Manager Fund Pooled Separate Account | — | — | — | $286K | 1.2% | |
| CRM Mid Cap Value Fund Pooled Separate Account | — | — | — | $233K | 1.0% | |
| Voya Clarion Real Estate Portfolio Srv Pooled Separate Account | — | — | — | $183K | 0.8% | |
| Voya Mid Cap Opport Port S Pooled Separate Account | — | — | — | $142K | 0.6% | |
| Voya Solution Inc P-Srv Pooled Separate Account | — | — | — | $118K | 0.5% | |
| Voya Intermediate Bond Fund A Pooled Separate Account | — | — | — | $114K | 0.5% | |
| Pioneer Strategic Income Fund Pooled Separate Account | — | — | — | $103K | 0.4% | |
| Voya High Yield Portfolio Pooled Separate Account | — | — | — | $77K | 0.3% | |
| PIMCO Intl Bd FD US Dl-Hdg A Pooled Separate Account | — | — | — | $73K | 0.3% | |
| Franklin Small Cap Value Sec Fund - C Pooled Separate Account ** 466 * Loomis Sayles Small Cap Value Fund Pooled Separate Account | — | — | — | $36K | 0.1% | |
| American Century Inflat Adj Bond Fund Pooled Separate Account | — | — | — | $29K | 0.1% | |
| American Funds Fundamental Investors Pooled Separate Account | — | — | — | $27K | 0.1% | |
| Voya Gv Mny Mkt F A (Hld Acct) Pooled Separate Account | — | — | — | $11K | <0.1% | |
| ClearBridge Small Cap Growth Fund-A Pooled Separate Account | — | — | — | $10K | <0.1% | |
| Columbia Select Mid Cap Value Fund-A Pooled Separate Account | — | — | — | $9K | <0.1% |
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