# Stepan Company 401(k) Plan
Source: https://planprovider.pro/companies/stepan-company-361823834-011

> Stepan Company's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Stepan Company

- **Sponsor EIN:** 361823834

- **Sponsor Address:** 1101 SKOKIE BOULEVARD SUITE 500, NORTHBROOK, IL, 60062

- **Plan Type:** 401(k)

- **Plan Number:** 011

- **Total Participants:** 0

- **Total Assets:** $126.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|0|$126.9M|$0|$0|

| 2023|0|$138.0M|$0|$0|

| 2022|0|$136.7M|$0|$0|

## 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|

| BANK OF AMERICA|Other Service Provider|$321,487|—|$321,487|

| COLUMBIA ADVISORY PARTNERS, LLC|Other Service Provider|$155,191|—|$155,191|

| WILLIS TOWERS WATSON|Other Service Provider|$92,500|—|$92,500|

| GRANT THORNTON LLP|Other Service Provider|$39,900|—|$39,900|

| PROCENTIA|Other Service Provider|$34,500|—|$34,500|

| CHOREO, LLC|Other Service Provider|$7,500|—|$7,500|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $651,078

- **Estimated Expense Ratio:** 0.513% of plan assets

### 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|$778,541|$162,691|—|$39,900|—|

| 2023|$907,984|$167,074|—|$58,893|—|

| 2022|$790,524|$204,298|—|—|$147,700|

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