Stepan Company Savings And Investment Retirement Plan
Sponsored by Stepan Company · EIN 361823834 · Plan #009
- Total assets
- $395M
- Net assets
- $395M
- Active participants
- 1,264
- With balances
- 1,765
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan), Direct payment from the plan | $95,691 |
| Choreo, Llc | Accounting, Consulting (general), Direct payment from the plan | $51,250 |
| Grant Thornton Llp | Accounting, Direct payment from the plan | $25,200 |
| Grant Thornton Advisors Llc | Accounting, Direct payment from the plan | $10,739 |
| Fidelity Inv.Inst.Ops.Co | Trustee (institutional), Participant loan processing, Direct payment from the plan | $0 |