What public Form 5500 filings show about the Spahn & Rose Lumber Co. 401(k) plan — and how to find and check your own account.
Spahn & Rose Lumber Co. (EIN 42-0536450) reports SPAHN & ROSE LUMBER CO EMPLOYEE'S 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $34.3M in plan assets across 392 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Spahn & Rose Lumber Co. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Vanguard, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Spahn & Rose Lumber Co. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WELLTH ADVISORY SERVICES, GLOBAL RETIREMENT PARTNERS.
