Security National Corporation Retirement Savings Plan & Trust
Sponsored by Security National Corp · EIN 420943329 · Plan #004
- Total assets
- $84.8M
- Net assets
- $84.8M
- Active participants
- 270
- With balances
- 419
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Charles Schwab & Co Inc | Shareholder servicing fees, Custodial (securities) | $0 |