Plan Snapshot
- Plan Sponsor: Stambaugh Ness, INC.
- Sponsor EIN: 232846715
- Sponsor Address: 220 ST. CHARLES WAY, YORK, PA, 17402
- Plan Type: 401(k)
- Total Participants: 178
- Total Assets: $32.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 178 | $32.2M | $360,135 | $1.9M |
| 2023 | 186 | $27.8M | $819,452 | $1.9M |
| 2022 | 193 | $23.1M | $796,499 | $1.8M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| HENDERSON HUTCHERSON AND MCCULLOUGH | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $102,724 | $58,603 | $44,121 | — | — |
| 2023 | $85,993 | $48,148 | $37,845 | — | — |
| 2022 | $84,332 | $48,272 | $36,060 | — | — |