# Stepan Company DB Plan
Source: https://planprovider.pro/companies/stepan-company-plan-007

> Stepan Company's DB plan: 47 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:** 47

- **Total Assets:** $26.3M

## 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|47|$26.3M|$0|$0|

| 2023|53|$27.4M|$0|$0|

| 2022|57|$27.8M|$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|$8,720|—|$8,720|

### 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:** $8,720

- **Estimated Expense Ratio:** 0.033% 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|$170,140|$33,915|—|$8,720|—|

| 2023|$173,000|$31,832|—|$11,220|—|

| 2022|$171,770|$44,391|—|—|$32,093|

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