Employers › Security National Financial
Recordkeeping fees per participant · largest plan, SNF Corporation Tax-favored Retirement Savings Plan · plan year 2024
$57.19
Higher than 39% of the 14,075 plans $10 to 50M that report it.
= $15,040 / 263
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251002113210NAL0000310275002, received 2025-10-02
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251002113210NAL0000310275002, received 2025-10-02
Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-02.
Recordkeeping fees per participantheadline
$57.19
Higher than 39% of the 14,075 plans $10 to 50M that report it.
= $15,040 / 263
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251002113210NAL0000310275002, received 2025-10-02
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251002113210NAL0000310275002, received 2025-10-02
Administrative expenses excluding investment management, per participant
$83.65
Higher than 36% of the 24,371 plans $10 to 50M that report it.
= $22,001 / 263
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251002113210NAL0000310275002, received 2025-10-02
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251002113210NAL0000310275002, received 2025-10-02
Administrative expenses per participant
$239.11
Higher than 60% of the 25,098 plans $10 to 50M that report it.
= $62,886 / 263
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251002113210NAL0000310275002, received 2025-10-02
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251002113210NAL0000310275002, received 2025-10-02
Administrative expenses as a share of assets
0.169%
Higher than 30% of the 25,132 plans $10 to 50M that report it.
= $62,886 / $37,216,389
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251002113210NAL0000310275002, received 2025-10-02
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251002113210NAL0000310275002, received 2025-10-02
Employer contributions per participant
$2,941
Higher than 71% of the 24,050 plans $10 to 50M that report it.
= $773,420 / 263
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251002113210NAL0000310275002, received 2025-10-02
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251002113210NAL0000310275002, received 2025-10-02
Employer share of total contributions
33.4%
Higher than 70% of the 24,084 plans $10 to 50M that report it.
= $773,420 / $2,318,997
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251002113210NAL0000310275002, received 2025-10-02
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251002113210NAL0000310275002, received 2025-10-02
Employer match
“The Company matched 100% of up to 3% of an employee’s”
Form 10-K filed 2026-03-16, for the year ended 2025-12-31 · benefits note, 10-K benefits note · source document
Terms quoted from the filing for the year ended 2025-12-31. Figures cover plan year 2024. The plan document governs.
| Plan | Assets | Participants with a balance | Headline | Year |
|---|---|---|---|---|
| SNF Corporation Tax-favored Retirement Savings Plan | $37,216,389 | 263 | $57.19 recordkeeping fees per participant | 2024 |
| SNFC Mortgage Company 401(k) Plan | $33,427,700 | 406 | $102.36 recordkeeping fees per participant | 2024 |
Sponsor name as filed: SECURITY NATIONAL FINANCIAL CORPORATION; SEC registrant: SECURITY NATIONAL FINANCIAL CORP (CIK 318673, matched by EIN).