Find an old Stepan 401(k)
Stepan Company Savings and Investment Retirement Plan
Stepan Company · Plan 009 · EIN 36-1823834 · Northbrook, IL
| Plan administrator | Stepan Company 1101 Skokie Boulevard Suite 500, Northbrook, IL 60062 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Fidelity Inv.Inst.Ops.Co | Schedule C ↗ |
| Former employees with balances | 495 separated participants still had money in the plan | Form 5500 ↗ |
Stepan Company Employee Stock Ownership Plan II
Stepan Company · Plan 013 · EIN 36-1823834 · Northbrook, IL
| Plan administrator | Stepan Company 1101 Skokie Boulevard Suite 500, Northbrook, IL 60062 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Fidelity Inv. Inst. Ops. Co. | Schedule C ↗ |
| Former employees with balances | 483 separated participants still had money in the plan | Form 5500 ↗ |
Stepan Company Retirement Plan for Salaried Employees
Stepan Company · Plan 002 · EIN 36-1823834 · Northbrook, IL
| Plan administrator | Stepan Company 1101 Skokie Boulevard Suite 500, Northbrook, IL 60062 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 216 separated participants still had money in the plan | Form 5500 ↗ |
Stepan Company Retirement Plan for Millsdale Hourly and Anaheim Hourly Employees
Stepan Company · Plan 007 · EIN 36-1823834 · Northbrook, IL
| Plan administrator | Stepan Company 1101 Skokie Boulevard Suite 500, Northbrook, IL 60062 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 30 separated participants still had money in the plan | Form 5500 ↗ |
Stepan Company Retirement Plan for Maywood Hourly Employees
Stepan Company · Plan 003 · EIN 36-1823834 · Northbrook, IL
| Plan administrator | Stepan Company 1101 Skokie Boulevard Suite 500, Northbrook, IL 60062 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 6 separated participants still had money in the plan | Form 5500 ↗ |
Stepan 401(k) match, vesting and fees →
Found it? Your options
| Leave it | Often allowed if your balance is over $7,000. You keep the plan's investments and fees. |
| Move it to your new job's plan | If the new plan accepts roll-ins. Ask the new plan's recordkeeper. |
| Roll it into an IRA | More investment choices, and you control it. A direct rollover avoids withholding and penalties. |
| Cash out | Usually taxed, plus a 10% penalty if you are under 59½. |
General information, not financial or tax advice. Rules depend on your plan and situation.
How to track down the account
- Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
- If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
- Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.
Common questions
How do I find my old Stepan 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Stepan Company, (847) 446-7500. The accounts are held by the recordkeeper, Fidelity Inv.Inst.Ops.Co. Have your Social Security number and dates of employment ready.
What is the Stepan 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (847) 446-7500.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Stepan and does not hold accounts. Not financial advice. Report a correction