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Your Financial Future is Our Focus.
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Corporate Retirement Plan
Case Studies
Case Study:
Construction
Converting from a profit sharing plan to a safe harbor 401(k)
Case Study:
Trucking Company
Optimizing participant education and plan design to improve participant outcomes
Case Study:
Agricultural
Optimizing plan design to motivate and improve participant outcomes
Case Study:
Accounting
From disengaged to empowered: changing participant behavior through plan design and education
Case Study:
Apparel Manufacturer
Increased participation and employee engagement through automated plan designand individual consultation
Awards
Central Penn Business Journal: Fastest Growing Companies
Central Penn Business Journal
Fastest Growing Companies
2023
2024
2025
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Company by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. To qualify for the Central Penn Business Journal’s Fastest Growing Companies program, a company had to nominate itself or be nominated by another company. Consistent with the criteria used in previous years, applicants were required to supply three years of revenue information, demonstrate revenue of at least $500,000 and show increasing revenue overall, from year one to year three. SEK, CPAs & Advisors calculated the rankings for this program. Stonebridge was awarded in the years 2023, 2024 and 2025.
Central Penn Business Journal: Best Places to Work
Central Penn Business Journal
Best Places to Work
2020
2021
2022
2023
2024
To participate in the Best Places to Work in PA program, a company must: be a publicly or privately held organization, either for-pro or not-for-pro; have a facility in Pennsylvania; have at least 15 employees in Pennsylvania; and be in business a minimum of one year. After a company enters the program, there is a two-part survey process managed by Harrisburg based Best Companies Group, a subsidiary of BridgeTower Media. Part one, which includes 25 percent of the score, consists of an employer survey about a company’s benefits, policies, practices and other information. Part two, which includes 75 percent of the score, consists of a confidential employee survey used to evaluate a company’s workplace experience in the areas of engagement and satisfaction in eight core focus areas. In companies with 15 to 250 employees, all employees are asked to complete the survey, while in companies with 251 or more employees, a random selection of up to 400 employees are asked to complete the survey. Companies with 251 or more employees have the option to survey additional employees. Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Company by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Stonebridge was awarded in the years 2020, 2021, 2022, 2023, and 2024.
Central Penn Business Journal: Reader Rankings
Central Penn Business Journal
Reader Rankings: #2 Wealth Management Firm
2024
The Central Penn Business Journal Reader Rankings process included a nomination round. The community is allowed to nominate any organization they see most deserving within each category they see fit via a digital ballot. The top 5 organizations with the most nominations from each category advanced on to the voting round. Voting ballots were set up like multiple choice, allowing the community to vote on any of the top five organizations in each category via digital ballot. Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Company by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. Stonebridge was awarded in the year 2024.
Central Penn Business Journal : Reader Rankings
Central Penn Business Journal
Reader Rankings: #1 Employee Benefits Provider
2024
The Central Penn Business Journal Reader Rankings process included a nomination round. The community is allowed to nominate any organization they see most deserving within each category they see fit via a digital ballot. The top 5 organizations with the most nominations from each category advanced on to the voting round. Voting ballots were set up like multiple choice, allowing the community to vote on any of the top five organizations in each category via digital ballot. Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Company by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. Stonebridge was awarded in the year 2024.
Central Penn Business Journal: Book of Lists
Central Penn Business Journal
Book of Lists
2020
2021
2022
2023
The Central Penn Business Journal’s list of asset managers was limited to those in or near Adams, Cumberland, Dauphin, Franklin, Lancaster, Lebanon, Perry or York counties. Information came from the individual companies and other Business Journal research. Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Company by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Stonebridge was awarded in the years 2020, 2021, 2022 and 2023.
The Sentinel: Best of Cumberland County
The Sentinel
Best of Cumberland County
2024
The Sentinel Best of Cumberland County winners will be determined by the total number of votes received during the voting period. The business Contestants that receive the most, second most, and third most votes in a category will be the First, Second and Third place winner, respectively, for that category and will be published in the The Sentinel. In the event of a tie, the tying businesses will all receive the award. All prizes are non-transferable. No cash or other substitutions are allowed. Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Company by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Stonebridge was awarded in the year 2024.
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- 855-366-9776
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