# Stepstone Group LP 401(k) Plan
Source: https://planprovider.pro/companies/stepstone-group-lp-401k-plan

> Stepstone Group LP's 401(k) plan: 695 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Stepstone Group LP

- **Sponsor EIN:** 331156466

- **Sponsor Address:** 4225 EXECUTIVE SQUARE, LA JOLLA, CA, 92037

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

- **Total Participants:** 695

- **Total Assets:** $101.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2024|695|$101.1M|$2.9M|$8.2M|

| 2023|630|$83.0M|$2.2M|$7.3M|

| 2022|621|$62.6M|$2.2M|$5.6M|

## 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|

| TRANSAMERICA RET. SOLUTIONS, LLC|RECORDKEEPER|$9,476|—|$9,476|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TRANSAMERICA RET. SOLUTIONS, LLC](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $9,476

- **Estimated Expense Ratio:** 0.009% 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|$13,859|—|$13,859|—|—|

| 2023|$28,413|—|$28,413|—|—|

| 2022|$37,920|—|—|—|$37,920|

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