Plans listing this provider
20
0.04% of the 56,420 plans with Schedule H financials; 20 in 2023
Providers › Security National Bank
Security National Bank
- Service provider, as named on Schedule C
- EIN 420943319
- Plan year 2024
- Direct compensation reported $1,190,920
Assets of those plans
$579,892,651
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
18
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$1,190,920
95% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 64 | Recordkeeping fees | 18 |
| 28 | Investment management | 17 |
| 21 | Trustee (bank, trust company or similar) | 16 |
| 59 | Shareholder servicing fees | 3 |
| 15 | Recordkeeping and information management | 2 |
| 13 | Contract administrator | 1 |
| 27 | Investment advisory (plan) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Sid Dillon 401(k) Plan | Sid Dillon Chevrolet-fremont | $109,258,253 | 701 | $0 |
| Its Inc 401(k) Retirement Plan & Trustrecordkeeper | Its | $107,366,858 | 782 | $223,917 |
| Bank Iowa Retirement Savings Planrecordkeeper | Bank Iowa | $49,543,648 | 400 | $112,722 |
| Rosenboom Machine & Tool Inc Retirement Plan & Trustrecordkeeper | Rosenboom Machine & Tool | $38,085,441 | 696 | $118,398 |
| First Bank Upper Michigan DEF Comp P/Srecordkeeper | First Bank Upper Michigan | $29,013,633 | 177 | $3,474 |
| Consumers Supply Dist 401(k)recordkeeper | Consumers Supply Dist | $28,958,595 | 235 | $78,403 |
| Arnold Motor Supply 401(k) Planrecordkeeper | Arnold Motor Supply | $28,087,797 | 716 | $98,264 |
| Den Hartog Industries, Inc. 401(k) Retirement Plan | Den Hartog Industries | $26,359,419 | 306 | $48,195 |
| Sioux City Truck Sales Inc 401(k) Planrecordkeeper | Sioux City Truck Sales | $23,522,048 | 339 | $69,975 |
| First Fidelity 401(k) Retirement Savings Planrecordkeeper | First Fidelity Bank | $22,650,603 | 140 | $20,066 |
| Gerkin Windows & Doors 401(k) P/S Planrecordkeeper | Gerkin Windows & Doors | $17,107,659 | 258 | $52,409 |
| Core Bank Profit Sharing Plan and Trustrecordkeeper | Core Bank | $15,901,206 | 170 | $49,060 |
| Charter West Bank Employees 401(k) Profit Sharing Plan and Trustrecordkeeper | Charter West Bank | $15,723,652 | 159 | $5,625 |
| Schuster Co Inc 401(k) P/Srecordkeeper | Schuster | $15,342,673 | 488 | $72,005 |
| Sudenga Industries Inc Employees Savings and Retirement Planrecordkeeper | Sudenga Industries | $14,904,940 | 198 | $49,187 |
| Automatic Equipment MFG. Co. Retirement Savings Planrecordkeeper | Automatic Equipment MFG. | $9,146,745 | 142 | $41,133 |
| Palmer Candy Co 401(k) Planrecordkeeper | Palmer Candy | $8,756,570 | 229 | $30,799 |
| Stewart Manufacturing LLC 401(k) Profit Sharing Planrecordkeeper | Stewart Manufacturing | $6,892,031 | 95 | $28,761 |
| Sioux City Foundry 401(k) Planrecordkeeper | Sioux City Foundry | $6,664,292 | 110 | $33,947 |
| Keane Thummel Trucking Inc 401(k) Planrecordkeeper | Keane Thummel Trucking | $6,606,588 | 215 | $54,580 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.