Securtiy National Financial Corporation 401(k) Plan: Login, Facts & Contact Information

Securtiy National Financial Corporation 401(k) Plan Facts

Plan name
SNFC MORTGAGE COMPANY 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SECURTIY NATIONAL FINANCIAL CORPORATION
Participants
763 (557 active employees)
Former employees with a balance
119
Plan assets
$33,427,700 at Dec 31, 2024
Average account balance
$82,334 across 406 accounts
Employer contributions
$229,528 in plan year 2024 (7% of all contributions)
Recordkeeper
Schwab Retirement Plan Services,inc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2008
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 2, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $3.47 million went into the plan in contributions, $229,528 of it from the employer (7%).
  • $8.17 million was paid out to participants.
  • Investment and other income added $6.58 million.
  • Administrative expenses were $108,004, about $266 per account.

How the Securtiy National Financial Corporation 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019790$15.5 million—$3.05 million
2020783$23.8 million$1.44 million$1.71 million
20211,128$31.5 million$2.13 million$2.07 million
20221,284$29.0 million$1.88 million$2.22 million
20231,075$31.8 million$268,775$6.34 million
2024763$33.4 million$229,528$8.17 million

Securtiy National Financial Corporation 401(k) Contact Information

Phone
801-264-1060
Mailing address
PO BOX 57250, MURRAY UT 84157
Plan sponsor
SECURTIY NATIONAL FINANCIAL CORPORATION
Employer identification number (EIN)
87-0345941
Plan number
004

Questions about the Securtiy National Financial Corporation 401(k)

Does Securtiy National Financial Corporation contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $229,528, 7% of all contributions.

Does the Securtiy National Financial Corporation 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Securtiy National Financial Corporation 401(k) plan?

763 participants at the start of plan year 2024, 557 of them active employees, and 119 former employees who still had money in the plan.

What is the average 401(k) balance at Securtiy National Financial Corporation?

About $82,334 per account: $33.4 million in plan assets across 406 accounts with a balance at the end of plan year 2024.

Who manages the Securtiy National Financial Corporation 401(k) accounts?

Schwab Retirement Plan Services (listed on the filing as SCHWAB RETIREMENT PLAN SERVICES,INC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Securtiy National Financial Corporation. How do I access my 401(k)?

Your account stays with Schwab Retirement Plan Services after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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