Stepstone Group Lp 401(k) Plan: Login, Facts & Contact Information

Stepstone Group Lp 401(k) Plan Facts

Plan name
STEPSTONE GROUP LP 401(K) RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
STEPSTONE GROUP LP
Participants
886 (695 active employees)
Former employees with a balance
260
Plan assets
$101,101,645 at Dec 31, 2024
Average account balance
$105,977 across 954 accounts
Employer contributions
$2,904,429 in plan year 2024 (21% of all contributions)
Recordkeeper
Transamerica Ret. Solutions, Llc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2010
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 1, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $13.9 million went into the plan in contributions, $2.90 million of it from the employer (21%).
  • $8.72 million was paid out to participants.
  • Investment and other income added $12.8 million.
  • Administrative expenses were $13,859, about $15 per account.

How the Stepstone Group Lp 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019272$21.3 million$903,242$172,503
2020345$30.2 million$1.17 million$302,966
2021388$40.6 million$1.37 million$2.04 million
2022549$62.6 million$2.20 million$1.07 million
2023830$83.0 million$2.23 million$2.78 million
2024886$101.1 million$2.90 million$8.72 million

Stepstone Group Lp 401(k) Contact Information

Phone
858-768-7617
Mailing address
4225 EXECUTIVE SQUARE SUITE 1600, LA JOLLA CA 92037
Plan sponsor
STEPSTONE GROUP LP
Employer identification number (EIN)
33-1156466
Plan number
001

Questions about the Stepstone Group Lp 401(k)

Does Stepstone Group Lp contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2.90 million, 21% of all contributions.

Does the Stepstone Group Lp 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Stepstone Group Lp 401(k) plan?

886 participants at the start of plan year 2024, 695 of them active employees, and 260 former employees who still had money in the plan.

What is the average 401(k) balance at Stepstone Group Lp?

About $105,977 per account: $101.1 million in plan assets across 954 accounts with a balance at the end of plan year 2024.

Who manages the Stepstone Group Lp 401(k) accounts?

Transamerica (listed on the filing as TRANSAMERICA RET. SOLUTIONS, LLC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Stepstone Group Lp. How do I access my 401(k)?

Your account stays with Transamerica after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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