# Stepan Company DC Plan
Source: https://planprovider.pro/companies/stepan-company-plan-013

> Stepan Company's DC plan: 1,273 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:** DC

- **Total Participants:** 1,273

- **Total Assets:** $41.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

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

## Plan Financials by Year

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

| 2024|1,273|$41.9M|$1.5M|$0|

| 2023|1,269|$68.0M|$1.3M|$0|

| 2022|1,281|$82.1M|$4.2M|$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|

| FIDELITY INV. INST. OPS. CO.|NONE|$47,304|—|$47,304|

| GRANT THORNTON LLP|NONE|$23,100|—|$23,100|

### Verified Provider Profiles

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

- [FIDELITY INV. INST. OPS. CO.](https://planprovider.pro/provider/fidelity-investments) — NONE

- [GRANT THORNTON LLP](https://planprovider.pro/provider/grant-thornton-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $70,404

- **Estimated Expense Ratio:** 0.168% 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|$70,404|—|—|$23,100|—|

| 2023|$50,743|—|—|$3,334|—|

| 2022|$75,234|—|—|—|$29,229|

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