Stambaugh Ness 401(k) Plan
Sponsored by Stambaugh Ness, Inc. · EIN 232846715 · Plan #002
- Total assets
- $32.2M
- Net assets
- $32.2M
- Active participants
- 178
- With balances
- 234
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 |
|---|---|---|
| Stonebridge Financial Group, Llc CRD 340200 | deterministic · 100% | 2024 |
| Osaic Advisory Services, Llc CRD 171070 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stonebridge Financial Group, Llc | Investment advisory (plan), Direct payment from the plan | $45,106 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $44,020 |
| Osaic Advisory Services, Llc | Investment advisory (plan), Direct payment from the plan | $13,492 |
| Pa Retirement Solutions, Inc. | Contract administrator, Direct payment from the plan, Other services | $100 |