# Procopio, Cory, Hargreaves & Savitch LLP 401(k) Plan
Source: https://planprovider.pro/companies/procopio-cory-hargreaves-savitch-llp-plan-003

> Procopio, Cory, Hargreaves & Savitch LLP's 401(k) plan: 179 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:** 179

- **Total Assets:** $21.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|179|$21.2M|$0|$959,382|

| 2023|460|$13.9M|$0|$1.0M|

| 2022|222|$12.1M|$0|$1.1M|

## 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|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

## 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|$13,730|$5,000|—|—|—|

| 2023|$11,010|$5,000|—|—|—|

| 2022|$12,046|—|—|—|$12,046|

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