# Stepan Company DB Plan
Source: https://planprovider.pro/companies/stepan-company-plan-002

> Stepan Company's DB plan: 130 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:** DB

- **Total Participants:** 130

- **Total Assets:** $97.6M

## 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|130|$97.6M|$0|$0|

| 2023|150|$107.5M|$0|$0|

| 2022|208|$105.7M|$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|

| GRANT THORNTON LLP|Auditor|$30,159|—|$30,159|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GRANT THORNTON LLP](https://planprovider.pro/provider/grant-thornton-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $30,159

- **Estimated Expense Ratio:** 0.031% 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|$588,467|$117,303|—|$30,159|—|

| 2023|$712,789|$131,152|—|$46,230|—|

| 2022|$595,945|$154,013|—|—|$111,346|

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