Securtiy National Financial 401(k) match, vesting and fees
What Securtiy National Financial's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Schwab Retirement Plan Services,inc | Schedule C ↗ |
| Independent auditor | Larson & Company PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 1,478 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Securtiy National Financial: employer contribution per participant | — | |
| Peer median | $3,122 |
| Securtiy National Financial: average balance | $85,506 | |
| Peer median | $111,687 |
| Securtiy National Financial: admin expenses ÷ assets | 0.25% | |
| Peer median | 0.20% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $31.5M at the end of plan year 2021 to $30.9M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 591 | $30.9M | — | — | 0.25% | Not published | Form 5500 ↗ |
| 2024 | 679 | $33.4M | $230K | $565 | 0.33% | Not published | Form 5500 ↗ |
| 2023 | 763 | $31.8M | $269K | $541 | 0.09% | Not published | Form 5500 ↗ |
| 2022 | 1,075 | $29M | $1.9M | $3,387 | 0.35% | Not published | Form 5500 ↗ |
| 2021 | 1,136 | $31.5M | $2.1M | $3,697 | 0.37% | Not published | Form 5500 ↗ |
Other Securtiy National Financial plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Snf Corporation Tax-Favored Retirement Savings Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Schwab Retirement Plan Services,inc | Schedule C ↗ |
| Independent auditor | Larson & Company (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Snfc Cemeteries and Mortuaries 401(k) Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Securtiy National Financial match 401(k) contributions?
The match terms for the Snfc Mortgage Company 401(k) Plan have not been published from its filing yet.
When is the Securtiy National Financial 401(k) match vested?
The vesting schedule for the Snfc Mortgage Company 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Securtiy National Financial 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Schwab Retirement Plan Services,inc. The plan administrator is Securtiy National Financial Corporation.
I left Securtiy National Financial. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Securtiy National Financial Corporation, (801) 264-1060) or the recordkeeper, Schwab Retirement Plan Services,inc. The Securtiy National Financial old 401(k) page lists the contacts from every plan filing. Find an old Securtiy National Financial 401(k)
Data from the public Form 5500 annual reports Securtiy National Financial filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Securtiy National Financial. Not financial advice. Report a correction · Methodology