Stambaugh Ness
auditor13 known aliases resolved via the canonical alias map
Market position · 2024
Plans served11-2 YoYRank #1395 of mapped providers
Assets under administration$3.1B0.0%Market share · rank #2444
Fees received$144,544Median $14,250/planSum across Schedule C direct + indirect
Net wins YoY-11 won · 2 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Stambaugh Ness plan look like?
Service mix · median fees per plan
Count of plans where Stambaugh Ness ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Accounting (including auditing)Code 10 | 11 | $14,250 |
Competitor overlap
Percent of Stambaugh Ness's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Stambaugh Ness.
| Sponsor | From | Assets |
|---|---|---|
WELLSPAN HEALTHPA · 222517863-010 | Empower | $5M |
Plans lost in 2024
Appeared last year under Stambaugh Ness; not this year.
| Sponsor | To | Assets |
|---|---|---|
TRADITIONS BANKPA · 030454928-001 | Empower | $19M |
JENKINS SERVICES, INC.VA · 262346163-001 | NFP | $14M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
WELLSPAN HEALTHPA · 222517863-005 | $2.6B | 27,878 | $0 | 2y | 1 |
ROSEMORE, INC.MD · 521659249-003 | $160M | 1,630 | $14,000 | 10y | - |
WELLSPAN HEALTHPA · 222517863-011 | $83M | 2,112 | $12,288 | 3y | - |
ARORA AND ASSOCIATES, P.C.NJ · 222350558-001 | $39M | 145 | $14,300 | 3y | - |
WILSON CREEK ENERGY, LLCPA · 383826202-002 | $33M | 468 | $16,500 | 7y | - |
PBS ENGINEERING AND ENVIRONMENTAL INC.OR · 930870218-001 | $31M | 368 | $20,250 | 4y | 1 |
LIBERTY EXCAVATORS, INC.PA · 232023985-001 | $19M | 241 | $16,500 | 10y | - |
GORDON US, LLCVA · 863292759-001 | $16M | 135 | $14,250 | 3y | - |
THE MAPLE PRESS COMPANYPA · 230838070-001 | $15M | 384 | $6,000 | 10y | - |
THE MAPLE PRESS COMPANYPA · 230838070-002 | $14M | 435 | $17,500 | 10y | - |
Flag exposure
100.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (13)
Raw Schedule C names collapsed into Stambaugh Ness.
- INVESTEC ASSET MANAGEMENT U.S. LTD
- INVESTEC ASSET MANAGEMENT US LTD
- INVESTEC ASSET MGMT
- STAMBACH NESS P.C.
- STAMBAUGH NESS
- STAMBAUGH NESS INC
- STAMBAUGH NESS INC.
- STAMBAUGH NESS PC
- STAMBAUGH NESS, INC
- STAMBAUGH NESS, INC.
- STAMBAUGH NESS, P.C.
- STAMBAUGH NESS, PC
- STANBAUGH NESS PC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Stambaugh Ness's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 9.09% | 1.71% | +7.38 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 9.09% | 1.76% | +7.33 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Stambaugh Ness. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Stambaugh Ness's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| F.N.B. Wealth Management | 2 | 18.2% |
| Alan Biller & Associates | 1 | 9.1% |
| Flexible Plan Investments, Ltd | 1 | 9.1% |
| Kestra Investment Services | 1 | 9.1% |
| Legacy Advisors LLC | 1 | 9.1% |
| Paulson Wealth Management | 1 | 9.1% |
| Physician Wealth Solutions Inc | 1 | 9.1% |
| Prime Pensions Northwest LLC | 1 | 9.1% |
| Strategic Advisers | 1 | 9.1% |
| Vestia Advisors | 1 | 9.1% |