LORI Kerch signed Stambaugh NESS, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Stambaugh NESS, Inc.'s EIN is 23-2846715.
Download the official 2024 Form 5500 (PDF) for Stambaugh NESS, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stambaugh NESS, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $44K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STONEBRIDGE FINANCIAL GROUP, LLC | 46-1727685 | — | INVESTMENT ADVISORY | $45K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Service Company Target Date Retirement 2035 R6 Fund | Mutual Funds | — | — | $3.1M | 9.7% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $2.6M | 8.2% | |
| American Funds Service Company Target Date Retirement 2045 R6 Fund | Mutual Funds | — | — | $2.2M | 7.0% | |
| American Funds Service Company Target Date Retirement 2055 R6 Fund | Mutual Funds | — | — | $2.0M | 6.2% | |
| JP Morgan Large Cap Growth R65 Fund | Other securities | — | — | $1.9M | 5.8% | |
| American Funds Service Company Target Date Retirement 2040 R6 Fund | Mutual Funds | — | — | $1.8M | 5.6% | |
| PIMCO Funds Income Institutional Fund | Mutual Funds | — | — | $1.8M | 5.6% | |
| Principal Life Insurance Company Fixed Income Guarantee Option | Common Stocks | — | — | $1.7M | 5.4% | |
| LARGE CAP VALUE II FUND GREAT GRAY TRUST COMPANY · EIN 38-7264544 / PN 707 | Common Collective Trust | — | — | $1.5M | 4.7% | |
| American Funds Service Company Target Date Retirement 2030 R6 Fund | Mutual Funds | — | — | $1.4M | 4.4% | |
| CORE BOND R1 FUND GREAT GRAY TRUST COMPANY · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $1.1M | 3.4% | |
| Hartford Mutual Funds Hartford International Opportunities Fund | Other securities | — | — | $1.1M | 3.3% | |
| American Funds Service Company Target Date Retirement 2025 R6 Fund | Mutual Funds | — | — | $1.0M | 3.1% | |
| American Funds Service Company Target Date Retirement 2020 R6 Fund | Mutual Funds | — | — | $1.0M | 3.1% | |
| American Funds Service Company Target Date Retirement 2050 R6 Fund | Mutual Funds | — | — | $978K | 3.0% | |
| MID CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $833K | 2.6% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $777K | 2.4% | |
| Principal Life Insurance Company Mid-Cap S&P 400 Index | Common Stocks | — | — | $754K | 2.3% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $754K | 2.3% | |
| American Funds Service Company Target Date Retirement 2015 R6 Fund | Mutual Funds | — | — | $435K | 1.4% | |
| Macquarie Group Small Cap Value R6 Fund | Common Stocks | — | — | $430K | 1.3% | |
| The American Funds Newworld R6 Fund | Mutual Funds | — | — | $425K | 1.3% | |
| PGIM Investments High Yield R6 Fund | Other securities | — | — | $425K | 1.3% | |
| American Funds Service Company Target Date Retirement 2065 R6 Fund | Mutual Funds | — | — | $413K | 1.3% | |
| Janus International Holding, Llc Janus Henderson Enterprise N Fund | Mutual Funds | — | — | $401K | 1.2% | |
| American Funds Service Company Target Date Retirement 2010 R6 Fund | Mutual Funds | — | — | $390K | 1.2% | |
| Participant loans 5.25% - 10.50% -0- | Bonds / Notes | — | — | $355K | 1.1% | |
| ClearBridge Investments Small Cap Growth IS Fund | Other securities | — | — | $270K | 0.8% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $240K | 0.7% | |
| PRIN BOND MARKET INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $236K | 0.7% | |
| PGIM Investments Global Total Return R6 Fund | Other securities | — | — | $231K | 0.7% | |
| American Funds Service Company Target Date Retirement 2060 R6 Fund | Mutual Funds | — | — | $214K | 0.7% | |
| MFS Investment Management Global Real Estate R6 Fund | Mutual Funds | — | — | $49K | 0.2% | |
| PIMCO Funds Commodity Real Return Strategy Fund | Mutual Funds | — | — | $14K | <0.1% | |
| Cohen & Steers Real Estate Securities Class Z Fund | Other securities | — | — | $10K | <0.1% | |
| American Funds Service Company Inflation Linked Bond R6 Fund | Mutual Funds | — | — | $7K | <0.1% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| OSAIC ADVISORY SERVICES, LLC |
| 46-5391363 |
| — |
| INVESTMENT ADVISORY |
| $13K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PA RETIREMENT SOLUTIONS, INC. | 27-2487837 | — | THIRD PARTY ADMINISTRATO | $100 | — |
