Rosenboom Machine & Tool Inc 401(k) Plan: Login, Facts & Contact Information

Rosenboom Machine & Tool Inc 401(k) Plan Facts

Plan name
ROSENBOOM MACHINE & TOOL INC RETIREMENT PLAN & TRUST
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
ROSENBOOM MACHINE & TOOL INC
Participants
865 (728 active employees)
Former employees with a balance
101
Plan assets
$38,085,441 at Dec 31, 2024
Average account balance
$54,720 across 696 accounts
Employer contributions
$534,667 in plan year 2024 (20% of all contributions)
Recordkeeper
Security National Bank
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jul 1, 1990
✓ 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 13, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.65 million went into the plan in contributions, $534,667 of it from the employer (20%).
  • $2.27 million was paid out to participants.
  • Investment and other income added $4.25 million.
  • Administrative expenses were $129,280, about $186 per account.

How the Rosenboom Machine & Tool Inc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019773$27.0 million$472,556$2.09 million
2020878$31.5 million$476,857$2.14 million
2021826$34.7 million$552,162$4.33 million
2022795$28.5 million$616,196$2.82 million
2023821$33.6 million$582,728$3.21 million
2024865$38.1 million$534,667$2.27 million

Rosenboom Machine & Tool Inc 401(k) Contact Information

Phone
712-324-4854
Mailing address
PO BOX 280, SHELDON IA 51201
Plan sponsor
ROSENBOOM MACHINE & TOOL INC
Employer identification number (EIN)
42-1258906
Plan number
001

Questions about the Rosenboom Machine & Tool Inc 401(k)

Does Rosenboom Machine & Tool Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $534,667, 20% of all contributions.

Does the Rosenboom Machine & Tool Inc 401(k) have automatic enrollment?

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

How many people are in the Rosenboom Machine & Tool Inc 401(k) plan?

865 participants at the start of plan year 2024, 728 of them active employees, and 101 former employees who still had money in the plan.

What is the average 401(k) balance at Rosenboom Machine & Tool Inc?

About $54,720 per account: $38.1 million in plan assets across 696 accounts with a balance at the end of plan year 2024.

Who manages the Rosenboom Machine & Tool Inc 401(k) accounts?

SECURITY NATIONAL BANK is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Rosenboom Machine & Tool Inc. How do I access my 401(k)?

Your account stays with SECURITY NATIONAL BANK 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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