Original filing (PDF)20251002103409NAL0000253843001

SECURTIY NATIONAL FINANCIAL CORPORATION

Name: SECURTIY NATIONAL FINANCIAL CORPORATION — SNFC MORTGAGE COMPANY 401(K) PLAN, Form 5500 (2024)
Creator: SECURTIY NATIONAL FINANCIAL CORPORATION

Form 5500

FILING_RECEIVED

SNFC MORTGAGE COMPANY 401(K) PLAN

401(k) retirement plan

Signals · 2

Corrective distributions issued6 service providers

Active participants

557

Accounts w/ balance

406

Plan assets (EOY)

$33.4M

Net assets (EOY)

$33.4M

How this plan invests

This plan

11 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Average plan with room to improve

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
39% of assets in employer securities.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).
Bottom-decile employer contributions per participant (8th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SECURTIY NATIONAL FINANCIAL CORPORATION.

Plan sponsor

Name

SECURTIY NATIONAL FINANCIAL CORPORATION

EIN

87-0345941all filings

Address

PO BOX 57250 · MURRAY, UT · 84157

Phone

(801) 264-1060

Industry

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

2025-10-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

6 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
SCHWAB RETIREMENT PLAN SERVICES,INC	34-1479833	—	NONE	$41K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
SOLTIS INVESTMENT ADVISORS LLC	27-3188744	—	NONE	$37K	—

Investments

11 pooled funds· $7.6M(23% of reported assets)

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.

			% of plan
SIA TARGET DATE 2040 ALTA TRUST COMPANY, INC. · EIN 83-1335569 / PN 001	Common Collective Trust	$2.7M	8.1%
SIA TARGET DATE 2045 ALTA TRUST COMPANY, INC. · EIN 83-1358106 / PN 001	Common Collective Trust	$1.2M	3.5%
SIA TARGET DATE 2030 ALTA TRUST COMPANY, INC. · EIN 83-1300171 / PN 001	Common Collective Trust	$815K	2.4%
SIA LARGE CAP GROWTH ALTA TRUST COMPANY, INC. · EIN 83-1419179 / PN 001	Common Collective Trust	$719K	2.2%
SIA TARGET DATE 2035 ALTA TRUST COMPANY, INC. · EIN 83-1318731 / PN 001	Common Collective Trust	$708K	2.1%
SIA TARGET DATE 2050 ALTA TRUST COMPANY, INC. · EIN 83-1373905 / PN 001	Common Collective Trust	$544K	1.6%
SIA TARGET DATE 2025 ALTA TRUST COMPANY, INC. · EIN 83-1286100 / PN 001	Common Collective Trust	$336K	1.0%
MORLEY STABLE VALUE FUND UNION BOND & TRUST COMPANY · EIN 93-6274329 / PN 001	Common Collective Trust	$209K	0.6%
SIA TARGET DATE 2060 ALTA TRUST COMPANY, INC. · EIN 83-1401342 / PN 001	Common Collective Trust	$199K	0.6%
SIA TARGET DATE 2055 ALTA TRUST COMPANY, INC. · EIN 83-1392402 / PN 001	Common Collective Trust	$152K	0.5%
SIA TARGET DATE 2020 ALTA TRUST COMPANY, INC. · EIN 83-1273151 / PN 001	Common Collective Trust	$66K	0.2%