# Procopio, Cory, Hargreaves & Savitch LLP 401(k) Plan
Source: https://planprovider.pro/companies/procopio-cory-hargreaves-savitch-llp-401k-plan

> Procopio, Cory, Hargreaves & Savitch LLP's 401(k) plan: 371 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/aspire-financial-services) — NONE

- [MILLIMAN, INC.](https://planprovider.pro/provider/milliman) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/procopio-cory-hargreaves-savitch-llp-401k-plan)

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