Stepstone Group Lp 401(K) Retirement Plan — Form 5500 plan (Stepstone Group Lp)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Stepstone Group Lp 401(K) Retirement Plan is a benefit plan reported by Stepstone Group Lp under EIN 33-1156466 and plan number 001. The latest loaded filing year is 2023. The filing reports 830 participants and $82,978,442 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stepstone Group Lp
- EIN
- 33-1156466
- Plan number
- 001
- Plan type
- 3
- Location
- La Jolla, CA
- Latest filing year
- 2023
- Participants
- 830
- End-of-year plan assets
- $82,978,442
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 830 | H, C | 20240912201618NAL0014820944001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $82,978,442
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $82,978,442
- Net assets (BOY)
- $62,587,922
Income & contributions
- Employer contributions
- $2,231,021
- Participant contributions
- $7,307,084
- Total contributions
- $11,069,763
- Total income / additions
- $23,207,744
Expenses & distributions
- Benefits paid
- $2,781,546
- Administrative expenses
- $28,413
- Total expenses
- $2,817,224
- Net increase / (decrease)
- $20,390,520
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Ret. Solutions, LLC | RECORDKEEPER | $24,075 | $0 | 2023 |
| The Paragon Alliance Group, LLC | RECORDKEEPER | $4,339 | $0 | 2023 |