Filings through .
Security National Bank
Matched across 7 name variants in the filings
Security National Bank summary
Security National Bank appears on 31 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $923M in assets for 10,891 participants. The median client plan holds $24.7M. Most client plans are sponsored in IA, NE and SD. The largest clients by plan assets are Its Inc, Sid Dillon Chevrolet-Fremont, Inc. and Bank Iowa Corporation. Plans reported $1.7M in direct and indirect compensation paid to Security National Bank. The median is $45K per plan.
- Participants
- 10,891
- Median plan assets
- $24.7M
- Median plan participants
- 254
- Median fees per plan
- $45K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Its Inc | IA | $125M | 796 |
| Sid Dillon Chevrolet-Fremont, Inc. | NE | $122M | 787 |
| Bank Iowa Corporation | IA | $58.3M | 425 |
| Prince Manufacturing Corporation | SD | $56.5M | 253 |
| Rosenboom Machine & Tool Inc | IA | $44.5M | 828 |
| Lamp Rynearson, Inc., plan 002 | NE | $39.3M | 210 |
| First Bank Upper Michigan | MI | $33.9M | 180 |
| Arnold Motor Supply, LLP | IA | $33.8M | 1,037 |
| Consumers Supply Distributing LLC | SD | $33.1M | 284 |
| Den Hartog Industries, Inc. | IA | $30.4M | 359 |
| Omaha Zoological Society | NE | $29.2M | 487 |
| Sioux City Truck Sales, Inc. | IA | $28.0M | 429 |
| Sac & Fox Tribe of the Mississippi in Iowa | IA | $27.8M | 672 |
| Gpac, LLC. | SD | $27.7M | 307 |
| First Fidelity Bank | SD | $26.7M | 145 |
| Lloyd Companies, Inc. | SD | $24.7M | 486 |
| Lamp Rynearson, Inc., plan 001 | NE | $19.3M | 181 |
| Gerkin Windows & Doors | IA | $19.2M | 254 |
| Charter West Bank | NE | $19.2M | 178 |
| Core Bank | NE | $19.1M | 173 |
| Schuster Co Inc | IA | $18.5M | 564 |
| Sudenga Industries Inc | IA | $18.1M | 234 |
| CW Suter & Son, Inc. | IA | $17.8M | 219 |
| Palmer Candy Company | IA | $11.0M | 312 |
| Automatic Equipment Manufacturing Co. (Blue Ox) | NE | $10.8M | 161 |
- Its Inc$125MIAParticipants 796
- NEParticipants 787
- Bank Iowa Corporation$58.3MIAParticipants 425
- SDParticipants 253
- IAParticipants 828
- NEParticipants 210
- MIParticipants 180
- Arnold Motor Supply, LLP$33.8MIAParticipants 1,037
- SDParticipants 284
- IAParticipants 359
- Omaha Zoological Society$29.2MNEParticipants 487
- IAParticipants 429
- IAParticipants 672
- Gpac, LLC.$27.7MSDParticipants 307
- First Fidelity Bank$26.7MSDParticipants 145
- Lloyd Companies, Inc.$24.7MSDParticipants 486
- NEParticipants 181
- Gerkin Windows & Doors$19.2MIAParticipants 254
- Charter West Bank$19.2MNEParticipants 178
- Core Bank$19.1MNEParticipants 173
- Schuster Co Inc$18.5MIAParticipants 564
- Sudenga Industries Inc$18.1MIAParticipants 234
- CW Suter & Son, Inc.$17.8MIAParticipants 219
- Palmer Candy Company$11.0MIAParticipants 312
- NEParticipants 161
Top client states
- IA16 plans
- NE9 plans
- SD5 plans
- MI1 plan
Frequently asked questions
- Who uses Security National Bank?
- 31 retirement plans list Security National Bank as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Its Inc, Sid Dillon Chevrolet-Fremont, Inc., Bank Iowa Corporation, Prince Manufacturing Corporation and Rosenboom Machine & Tool Inc. Most client plans are sponsored in IA, NE and SD.
- How many plans does Security National Bank serve?
- Security National Bank serves 31 retirement plans with $923M in plan assets and 10,891 participants, based on the latest Form 5500 filings through 2024.
- What does Security National Bank charge?
- Plans reported $1.7M in total Schedule C compensation paid to Security National Bank. The median plan paid $45K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name Security National Bank as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Vanguard | 6 |
| T. Rowe Price | 6 |
| PIMCO (Allianz) | 5 |
| JPMorgan | 5 |
| Charles Schwab | 5 |
Target-date series
| Series | Plans |
|---|---|
| Vanguard Target Retirement | 1 |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.