AUMdb

Stepan Company Employee Stock Ownership Plan Ii

Sponsored by Stepan Company · EIN 361823834 · Plan #013

Total assets
$41.9M
Net assets
$41.9M
Active participants
1,273
With balances
1,633

Plan year beginning 01/01/2024 · Stock bonus, Default investment account (QDIA)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Inv. Inst. Ops. Co. Trustee (institutional), Direct payment from the plan, Recordkeeping fees $47,304
Grant Thornton Llp Accounting, Direct payment from the plan $23,100