# Stambaugh Ness, Inc.
Source: https://planprovider.pro/provider/stambaugh-ness-inc

> Known for deep experience with Architecture, Engineering, and Construction firms, Stambaugh Ness, Inc. is a York, Pennsylvania firm serving businesses across…

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/](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).

| Plan|Sponsor|Assets|Participants|

| WELLSPAN 403(B) RETIREMENT SAVINGS PLAN|WELLSPAN HEALTH, PA|$2.6B|21,551|

| HALFF ASSOCIATES INC. 401(K) PLAN|HALFF ASSOCIATES, INC, TX|$187M|1,503|

| CROWN CENTRAL RETIREMENT PLAN|ROSEMORE, INC., MD|$160M|—|

| THRIFT PLAN OF RHI MAGNESITA|RHI MAGNESITA, PA|$129M|811|

| TOPFLIGHT CORPORATION REVISED RETIREMENT PLAN|TOPFLIGHT CORPORATION, PA|$99M|118|

| MSA PROFESSIONAL SERVICES, INC. SAVINGS PLAN|MSA PROFESSIONAL SERVICES, INC., WI|$91M|459|

| CHAMBERSBURG HOSPITAL BARGAINING 403(B) PLAN|WELLSPAN HEALTH, PA|$83M|1,502|

| MODJESKI AND MASTERS RETIREMENT AND INCENTIVE SAVINGS PLAN|MODJESKI AND MASTERS, INC., PA|$77M|258|

| PENSION PLAN FOR EMPLOYEES OF MAGNESITA REFRACTORIES COMPANY|MAGNESITA REFRACTORIES COMPANY, PA|$71M|77|

| MARK THOMAS & COMPANY, INC. 401(K) SAVINGS PLAN|MARK THOMAS & COMPANY, INC., CA|$65M|407|

| MSA PROFESSIONAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN|MSA PROFESSIONAL SERVICES, INC., WI|$60M|467|

| LARSON DESIGN GROUP, INC. 401(K) PLAN|LARSON DESIGN GROUP, INC., PA|$57M|496|

| INFRASTRUCTURE CONSULTING & ENGINEERING, PLLC 401(K) PLAN|INFRASTRUCTURE CONSULTING & ENGINEERING, PLLC, SC|$56M|535|

| HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST|HALFF ASSOCIATES, INC., TX|$53M|1,201|

| HERSHEY CREAMERY COMPANY SAVINGS PLAN|HERSHEY CREAMERY COMPANY, PA|$51M|809|

| WALLACE, MONTGOMERY & ASSOCIATES , LLP 401(K) PROFIT SHARING PLAN|WALLACE, MONTGOMERY & ASSOCIATES, MD|$45M|223|

| ADHESIVES RESEARCH, INC. DEFERRED SAVINGS PLAN|ADHESIVES RESEARCH, INC., PA|$41M|279|

| PROFIT SHARING PLAN FOR THE EMPLOYEES OF ROGERS, LOVELOCK & FRITZ, INC.|ROGERS, LOVELOCK & FRITZ, INC., FL|$40M|89|

| ECORE INTERNATIONAL 401(K) PLAN|ECORE INTERNATIONAL, PA|$39M|660|

| ARORA AND ASSOCIATES, P.C. PENSION PLAN|ARORA AND ASSOCIATES, P.C., NJ|$39M|115|

Showing top 20 of 76 plans serviced in 2024.

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