Snfc Mortgage Company 401(k) Plan
Sponsored by Securtiy National Financial Corporation · EIN 870345941 · Plan #004
- Total assets
- $33.4M
- Net assets
- $33.4M
- Active participants
- 557
- With balances
- 406
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Soltis Investment Advisors, Llc CRD 154690 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $41,482 |
| Soltis Investment Advisors Llc | Investment management, Direct payment from the plan | $36,716 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $19,511 |
| Larson And Company | Accounting, Direct payment from the plan | $14,200 |
| Soltis Investment Advisors | Investment management, Direct payment from the plan | $11,877 |
| Charles Schwab Trust Bank | Trustee (directed), Investment management fees (indirect), Shareholder servicing fees | $0 |