Stambaugh NESS, Inc. 401(k) Plan
What public Form 5500 filings show about the Stambaugh NESS, Inc. 401(k) plan — and how to find and check your own account.
The Stambaugh NESS, Inc. 401(k) on its latest Form 5500
Stambaugh NESS, Inc. (EIN 23-2846715) reports STAMBAUGH NESS 401(K) PLAN on its most recent Form 5500, with $32.2M in plan assets across 178 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 Stambaugh NESS, Inc. filing — schedules, fees, and providers.
Who runs the Stambaugh NESS, Inc. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Stambaugh NESS, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PA RETIREMENT SOLUTIONS, STONEBRIDGE FINANCIAL GROUP, OSAIC ADVISORY SERVICES.
How to check your Stambaugh NESS, Inc. 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask Stambaugh NESS, Inc. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).