Stambaugh Ness, Inc.

Employee Benefit Plan Auditor

York, PA

About Stambaugh Ness, Inc.

<p>Known for deep experience with Architecture, Engineering, and Construction firms, Stambaugh Ness, Inc. is a York, Pennsylvania firm serving businesses across South Central PA and the broader Mid-Atlantic.</p> <p>Founded in 1996, the firm provides audit services alongside tax and advisory work for AEC companies. Its team also handles M&amp;A support, due diligence, and outsourced accounting, with specific experience supporting Deltek Vantagepoint environments.</p> <p>Beyond financial reporting, Stambaugh Ness works with AEC organizations on practical issues that affect day-to-day operations, including cybersecurity planning and financial management. The main differentiator is its tight focus on the AEC industry, which shapes how it approaches accounting systems, project-based reporting, and transactions.</p> <p>Learn more at <a href="https://www.stambaughness.com/">https://www.stambaughness.com/</a>.</p> <ul> <li>Audit services (including retirement plan audits as part of its audit practice)</li> <li>Tax services for AEC firms</li> <li>M&amp;A support and due diligence advisory</li> <li>Outsourced accounting, including Deltek Vantagepoint support</li> <li>Cybersecurity guidance for AEC organizations</li> </ul>

Website: https://www.stambaughness.com/

Founded: 1996

Office Locations

  • York, PA

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 89
  • Total AUM Audited: $5.4B
  • 401(k): 89 plans, $5.4B AUM

Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

PlanSponsorAssetsParticipants
WELLSPAN 403(B) RETIREMENT SAVINGS PLANWELLSPAN HEALTH, PA$2.6B21,551
HALFF ASSOCIATES INC. 401(K) PLANHALFF ASSOCIATES, INC, TX$187M1,503
CROWN CENTRAL RETIREMENT PLANROSEMORE, INC., MD$160M
THRIFT PLAN OF RHI MAGNESITARHI MAGNESITA, PA$129M811
TOPFLIGHT CORPORATION REVISED RETIREMENT PLANTOPFLIGHT CORPORATION, PA$99M118
MSA PROFESSIONAL SERVICES, INC. SAVINGS PLANMSA PROFESSIONAL SERVICES, INC., WI$91M459
CHAMBERSBURG HOSPITAL BARGAINING 403(B) PLANWELLSPAN HEALTH, PA$83M1,502
MODJESKI AND MASTERS RETIREMENT AND INCENTIVE SAVINGS PLANMODJESKI AND MASTERS, INC., PA$77M258
PENSION PLAN FOR EMPLOYEES OF MAGNESITA REFRACTORIES COMPANYMAGNESITA REFRACTORIES COMPANY, PA$71M77
MARK THOMAS & COMPANY, INC. 401(K) SAVINGS PLANMARK THOMAS & COMPANY, INC., CA$65M407
MSA PROFESSIONAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLANMSA PROFESSIONAL SERVICES, INC., WI$60M467
LARSON DESIGN GROUP, INC. 401(K) PLANLARSON DESIGN GROUP, INC., PA$57M496
INFRASTRUCTURE CONSULTING & ENGINEERING, PLLC 401(K) PLANINFRASTRUCTURE CONSULTING & ENGINEERING, PLLC, SC$56M535
HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTHALFF ASSOCIATES, INC., TX$53M1,201
HERSHEY CREAMERY COMPANY SAVINGS PLANHERSHEY CREAMERY COMPANY, PA$51M809
WALLACE, MONTGOMERY & ASSOCIATES , LLP 401(K) PROFIT SHARING PLANWALLACE, MONTGOMERY & ASSOCIATES, MD$45M223
ADHESIVES RESEARCH, INC. DEFERRED SAVINGS PLANADHESIVES RESEARCH, INC., PA$41M279
PROFIT SHARING PLAN FOR THE EMPLOYEES OF ROGERS, LOVELOCK & FRITZ, INC.ROGERS, LOVELOCK & FRITZ, INC., FL$40M89
ECORE INTERNATIONAL 401(K) PLANECORE INTERNATIONAL, PA$39M660
ARORA AND ASSOCIATES, P.C. PENSION PLANARORA AND ASSOCIATES, P.C., NJ$39M115

Showing top 20 of 76 plans serviced in 2024.

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