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Original filing (PDF)20251015170230NAL0002674691001
STEPAN COMPANY
Form 5500
FILING_RECEIVED
STEPAN COMPANY SAVINGS AND INVESTMENT RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,264
Accounts w/ balance
1,765
Plan assets (EOY)
$395.4M
Net assets (EOY)
$395.4M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEPAN COMPANY.
Plan sponsor
Name
STEPAN COMPANY
EIN
36-1823834
Address
1101 SKOKIE BOULEVARD SUITE 500 · NORTHBROOK, IL · 60062
Phone
(847) 446-7500
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
009
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | NONE | $96K | — |
| CHOREO, LLC | 41-1944416 | — | NONE | $51K | — |
| GRANT THORNTON LLP | 36-6055558 | — | NONE | $25K | — |
| GRANT THORNTON ADVISORS LLC | 99-1856619 | — | NONE | $11K | — |
| FIDELITY INV.INST.OPS.CO | 04-2647786 | — | NONE | $0 | — |
Investments
31 direct securities · 1 pooled fund· $408.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$330.0M
30 holdings
Mutual Funds
$64.4M
1 holding
Common Collective Trust
$14.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Fidelity Contrafund Pool | Mutual Funds | — | — | $64.4M | 16.3% | |
| Fidelity 500 INDEX | — | — | — | $35.9M | 9.1% | |
| Fidelity OTC Portfolio K | — | — | — | $24.3M | 6.1% | |
| Fidelity Blend Target Date 2030 Q | — | — | — | $23.1M | 5.9% | |
| Dodge & Cox Stock | — | — | — | $21.8M | 5.5% | |
| Fidelity Blend Target Date 2040 Q | — | — | — | $19.6M | 5.0% | |
| Fidelity Blend Target Date 2045 Q | — | — | — | $19.4M | 4.9% | |
| Fidelity Blend Target Date 2035 Q | — | — | — | $18.7M | 4.7% | |
| Fidelity Blend Target Date 2025 Q | — | — | — | $18.4M | 4.7% | |
| Fidelity Blend Target Date 2050 Q | — | — | — | $17.8M | 4.5% | |
| Collective trust * Fidelity Investments/Managed Income Portfolio | — | — | — | $14.3M | 3.6% | |
| MANAGED INC. PORT. II CMGLD POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $14.3M | 3.6% | |
| Fidelity Blend Target Date 2055 Q | — | — | — | $12.8M | 3.2% | |
| Fidelity Investment Grade Bond | — | — | — | $11.2M | 2.8% | |
| T. Rowe Price Mid Cap Value | — | — | — | $9.2M | 2.3% | |
| Fidelity Blend Target Date 2020 Q | — | — | — | $9.2M | 2.3% | |
| Vanguard Small-Cap Index Fund Admiral Shares | — | — | — | $7.9M | 2.0% | |
| Glenmede Large Cap Growth Fund | — | — | — | $7.8M | 2.0% | |
| Dodge & Cox International | — | — | — | $7.6M | 1.9% | |
| Fidelity Puritan K | — | — | — | $6.7M | 1.7% | |
| Fidelity Mid Cap Growth Index Fund | — | — | — | $6.4M | 1.6% | |
| William Blair Institutional International Growth | — | — | — | $6.4M | 1.6% | |
| Fidelity BLEND Target Date 2060 Q | — | — | — | $5.0M | 1.3% | |
| Fidelity Spartan Short Term Index | — | — | — | $4.8M | 1.2% | |
| Hamlin High Dividend Equity | — | — | — | $4.5M | 1.2% | |
| Vanguard Short Term Inflation Protected Securities Index | — | — | — | $4.2M | 1.1% | |
| Various participants/Notes receivable from participants (interest rates range from 2.75% to 9.5%) | — | — | — | $3.5M | 0.9% | |
| Janus Advisor Balanced Funds | — | — | — | $3.2M | 0.8% | |
| Wells Fargo Emerging Markets Equity | — | — | — | $2.9M | 0.7% | |
| Fidelity Blend Target Date INC Q | — | — | — | $1.7M | 0.4% | |
| Fidelity Blend Target Date 2010 Q | — | — | — | $803K | 0.2% | |
| Fidelity Blend Target Date 2015 Q | — | — | — | $673K | 0.2% |