Plan Snapshot
- Plan Sponsor: Paycor, INC.
- Sponsor EIN: 311299990
- Sponsor Address: 4811 MONTGOMERY ROAD, CINCINNATI, OH, 45212
- Plan Type: 401(k)
- Total Participants: 2,615
- Total Assets: $230.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,615 | $230.7M | $8.7M | $20.6M |
| 2023 | 2,552 | $190.7M | $8.3M | $19.2M |
| 2022 | 2,230 | $146.2M | $6.8M | $16.1M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BARNES DENNIG | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BARNES DENNIG — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $398,118 | $149,676 | — | — | — |
| 2023 | $348,897 | $126,575 | — | — | — |
| 2022 | $279,070 | $83,867 | $195,203 | — | — |