Plan Snapshot
- Plan Sponsor: Procopio, Cory, Hargreaves & Savitch LLP
- Sponsor EIN: 951634364
- Sponsor Address: 525 B STREET, SUITE 2200, SAN DIEGO, CA, 92101
- Plan Type: 401(k)
- Total Participants: 371
- Total Assets: $182.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 371 | $182.6M | $6.1M | $3.1M |
| 2023 | 387 | $166.7M | $4.4M | $3.2M |
| 2022 | 385 | $153.6M | $3.6M | $2.7M |
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 |
|---|---|---|---|---|
| MATRIX TRUST COMPANY | NONE | $69,452 | — | $69,452 |
| MILLIMAN, INC. | NONE | $68,268 | — | $68,268 |
| GRP FINANCIAL | NONE | $45,000 | — | $45,000 |
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MATRIX TRUST COMPANY — NONE
- MILLIMAN, INC. — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $182,720
- Estimated Expense Ratio: 0.100% of plan assets
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 | $275,072 | $122,874 | — | — | — |
| 2023 | $315,544 | $157,293 | — | — | — |
| 2022 | $284,855 | — | — | — | $284,855 |