Spahn & Rose Lumber Co. 401(k) Plan: Login, Facts & Contact Information

Spahn & Rose Lumber Co. 401(k) Plan Facts

Plan name
SPAHN & ROSE LUMBER CO EMPLOYEE'S 401(K) PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SPAHN & ROSE LUMBER CO.
Participants
584 (392 active employees)
Former employees with a balance
113
Plan assets
$34,269,852 at Dec 31, 2024
Average account balance
$68,953 across 497 accounts
Employer contributions
$2,003,517 in plan year 2024 (45% of all contributions)
Recordkeeper
The Vanguard Group, Inc.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Dec 29, 1942
✓ 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 7, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $4.44 million went into the plan in contributions, $2.00 million of it from the employer (45%).
  • $3.16 million was paid out to participants.
  • Investment and other income added $3.61 million.
  • Administrative expenses were $95,157, about $191 per account.

How the Spahn & Rose Lumber Co. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019328$21.1 million$60$1.00 million
2020376$31.2 million$995,664$1.69 million
2021401$32.4 million$1.20 million$4.55 million
2022439$27.2 million$1.78 million$2.93 million
2023477$29.5 million$1.25 million$4.36 million
2024584$34.3 million$2.00 million$3.16 million

Spahn & Rose Lumber Co. 401(k) Contact Information

Phone
563-582-3606
Mailing address
1100 ROCKDALE ROAD, DUBUQUE IA 52003
Plan sponsor
SPAHN & ROSE LUMBER CO.
Employer identification number (EIN)
42-0536450
Plan number
001

Questions about the Spahn & Rose Lumber Co. 401(k)

Does Spahn & Rose Lumber Co contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2.00 million, 45% of all contributions.

Does the Spahn & Rose Lumber Co 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Spahn & Rose Lumber Co 401(k) plan?

584 participants at the start of plan year 2024, 392 of them active employees, and 113 former employees who still had money in the plan.

What is the average 401(k) balance at Spahn & Rose Lumber Co?

About $68,953 per account: $34.3 million in plan assets across 497 accounts with a balance at the end of plan year 2024.

Who manages the Spahn & Rose Lumber Co 401(k) accounts?

Vanguard (listed on the filing as THE VANGUARD GROUP, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Spahn & Rose Lumber Co. How do I access my 401(k)?

Your account stays with Vanguard 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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