What public Form 5500 filings show about the Stambaugh NESS, Inc. 401(k) plan — and how to find and check your own account.
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.
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.
