Security Financial Bank 401(k) Savings Plan
Sponsored by Security Financial Bank · EIN 390605225 · Plan #002
- Total assets
- $13.5M
- Net assets
- $13.5M
- Active participants
- 130
- With balances
- 175
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 |
|---|---|---|
| Orgel Wealth Management, Llc CRD 168219 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Orgel Wealth Management, Llc | Investment advisory (plan) | $40,390 |
| Empower Annuity Insurance Company | Recordkeeping fees | $13,619 |