SECURITY NATIONAL BANK
21 known aliases resolved via the canonical alias map
Market position · 2024
Plans served40+5 YoYRank #414 of mapped providers
Assets under administration$5.8B0.0%Market share · rank #1765
Fees received$2MMedian $30,942/planSum across Schedule C direct + indirect
Net wins YoY+66 won · 0 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical SECURITY NATIONAL BANK plan look like?
Service mix · median fees per plan
Count of plans where SECURITY NATIONAL BANK ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Trustee (bank, trust company, or similar financial institution); Recordkeeping fees; Investment managementCode 21 | 19 | $49,187 | |
Trustee (bank, trust company, or similar financial institution); Investment management; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 10 | $31,354 | |
Plan Administrator; Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Investment managementCode 13 | 6 | $27,045 | |
Investment advisory (plan); Direct payment from the planCode 27 | 4 | $8,271 | |
Other servicesCode 49 | 1 | $15,208 |
Competitor overlap
Percent of SECURITY NATIONAL BANK's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under SECURITY NATIONAL BANK.
| Sponsor | From | Assets |
|---|---|---|
LAMP RYNEARSON, INC.MA · 470444321-002 | UNITED OF OMAHA | $35M |
OMAHA ZOOLOGICAL SOCIETYNE · 470469782-002 | UNITED OF OMAHA | $28M |
FIRST FIDELITY BANKSD · 460115545-001 | (new plan) | $23M |
HEARTLAND FAMILY SERVICENE · 470390618-003 | FRANKEL ZACHARIA LLC | $13M |
PROJECT HARMONYNE · 470789054-002 | UNITED OF OMAHA | $6M |
THE JAMES SKINNER CO.NE · 470656068-001 | UNITED OF OMAHA | $0 |
Plans lost in 2024
Appeared last year under SECURITY NATIONAL BANK; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF I.B. OF T. UNION LOCAL 710 PENSION FUNDIL · 362377656-001 | $4.5B | 21,566 | $15,208 | 5y | - |
ELDRIDGE WEALTH SOLUTIONS, INC.KS · 481202239-002 | $389M | 3,157 | $28,332 | 6y | - |
SID DILLON CHEVROLET-FREMONT, INC.NE · 470697657-001 | $109M | 770 | $0 | 10y | - |
ITS INCIA · 421171146-002 | $107M | 787 | $223,917 | 10y | - |
SECURITY MUTUAL LIFE INSURANCE COMPANYNY · 150442730-001 | $60M | 406 | $27,697 | 10y | - |
PRINCE MANUFACTURING CORPORATIONSD · 420678168-003 | $52M | 266 | $26,798 | 10y | - |
BANK IOWA CORPORATIONIA · 470469229-002 | $50M | 403 | $112,722 | 10y | - |
ROSENBOOM MACHINE & TOOL INCIA · 421258906-001 | $38M | 829 | $118,398 | 10y | 1 |
LAMP RYNEARSON, INC.MA · 470444321-002 | $35M | 217 | $9,021 | 3y | - |
FIRST BANK UPPER MICHIGANMI · 380579985-002 | $29M | 178 | $3,474 | 7y | - |
Flag exposure
80.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (21)
Raw Schedule C names collapsed into SECURITY NATIONAL BANK.
- JC SECURITY SYSTEMS, INC.
- SE3CURITY NATIONAL BANK
- SECURITY ADMINSTRATORS INC.
- SECURITY AMERICA
- SECURITY AMERICA ADVISORS/PINNACLE
- SECURITY BANK MINNESOTA
- SECURITY BENEFIT
- SECURITY BENEFIT LIFE
- SECURITY BENEFIT SECUREPOINT
- SECURITY FIANCIAL RESOURCES
- SECURITY FINANCIAL RESROUCES
- SECURITY INVESTORS LLC
- SECURITY MUTUAL LIFE INS CO OF NY
- SECURITY NATIONAL BANK
- SECURITY NATIONAL BANK WEALTH MAN.
- SECURITY NATIONAL BANK.
- SECURITY SERVICES NETWORK
- SECURITY SERVICES NETWORK, INC.
- SECURITY UNLIMITED, INC
- SECURITY UNLIMITED, INC.
- THE SECURITY NATIONAL BANK
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for SECURITY NATIONAL BANK's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 2 | 5.00% | 7.76% | -2.76 pp |
| Fidelity bond gap | 1 | 2.50% | 26.94% | -24.44 pp |
| Late contributions | 1 | 2.50% | 1.71% | +0.79 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 3 | 7.50% | 1.76% | +5.74 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with SECURITY NATIONAL BANK. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).