Spencer Fane Llp 401(k) Plan: Login, Facts & Contact Information

Spencer Fane Llp 401(k) Plan Facts

Plan name
SPENCER FANE RETIREMENT PLAN
Plan type
401(k) and profit sharing
Plan sponsor
SPENCER FANE LLP
Participants
832 (910 active employees)
Former employees with a balance
137
Plan assets
$263,800,079 at Dec 31, 2024
Average account balance
$266,734 across 989 accounts
Employer contributions
$11,757,772 in plan year 2024 (35% of all contributions)
Recordkeeper
Schwab Retirement Plan Services Inc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Nov 24, 1967
— 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 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $33.7 million went into the plan in contributions, $11.8 million of it from the employer (35%).
  • $9.44 million was paid out to participants.
  • Investment and other income added $27.2 million.
  • Administrative expenses were $140,147, about $142 per account.

How the Spencer Fane Llp 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019508$139.9 million$4.92 million$6.65 million
2020563$163.4 million$5.49 million$8.80 million
2021556$190.0 million$6.31 million$11.7 million
2022672$161.8 million$7.50 million$16.0 million
2023716$211.0 million$10.3 million$4.41 million
2024832$263.8 million$11.8 million$9.44 million

Spencer Fane Llp 401(k) Contact Information

Phone
816-474-8100
Mailing address
1000 WALNUT, SUITE 1400, KANSAS CITY MO 64106
Plan sponsor
SPENCER FANE LLP
Employer identification number (EIN)
44-0561981
Plan number
001

Questions about the Spencer Fane Llp 401(k)

Does Spencer Fane Llp contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500. It did report $11.8 million in employer contributions for plan year 2024.

Does the Spencer Fane Llp 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Spencer Fane Llp 401(k) plan?

832 participants at the start of plan year 2024, 910 of them active employees, and 137 former employees who still had money in the plan.

What is the average 401(k) balance at Spencer Fane Llp?

About $266,734 per account: $263.8 million in plan assets across 989 accounts with a balance at the end of plan year 2024.

Who manages the Spencer Fane Llp 401(k) accounts?

Schwab Retirement Plan Services (listed on the filing as SCHWAB RETIREMENT PLAN SERVICES INC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Spencer Fane Llp. How do I access my 401(k)?

Your account stays with Schwab Retirement Plan Services 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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