Plan Ledger DOL Form 5500 · updated monthly

Procopio, Cory, Hargreaves & Savitch LLP401(k)

PROCOPIO CORY HARGREAVES & SAVITCH LLP 401(K) PROFIT SHARING PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.16%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Procopio, Cory, Hargreaves & Savitch LLP reported $275,072 in plan administrative expenses for 2024: 0.16% of average plan assets, above the peer median. Employer contributions averaged $16,513 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.18% to 0.16%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 604th-largest of 9,483 plans among California employers on file, and the 881st of 11,654 in professional & technical services. In 2024, the employer put in $2.01 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$182,590,892
Participants with balances430
Active participants371
Employer contributions$6,126,222
Employee contributions$3,052,298
Employer contribution per active participant$16,513
Average account balance$424,630
Benefits paid to participants$10,591,960
Plan auditQualified audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$182.6M · 430 accts · $6.1M emplr
2023$166.7M · 419 accts · $4.4M emplr
2022$153.6M · 392 accts · $3.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$68,268
Investment management$122,874
Trustee / custodial$69,452
Total administrative$275,072
The Procopio, Cory, Hargreaves & Savitch LLP 401(k) match · 2024
Employer contribution per active participant$16,513
Median for plans this size$3,635
2024$16,513 per active participant
2023$11,362 per active participant
2022$9,449 per active participant

Procopio, Cory, Hargreaves & Savitch LLP's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
MILLIMAN, INC. · Recordkeeping · Loan processing$68,268
MATRIX TRUST COMPANY · Custodial (securities) · Trustee (directed)$69,452
GRP FINANCIAL · Investment advisory (plan)$45,000

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Milliman
2023Milliman

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Administrative cost history3
2024$275,072 · 0.16%
2023$315,544 · 0.20%
2022$284,855 · 0.18%
All plans at this employer2
PROCOPIO CORY HARGREAVES & SAVITCH LLP 401(K) PROFIT SHARING PLAN401(k)
PROCOPIO CORY HARGREAVES & SAVITCH LLP NONPARTNER ATTORNEY 401(K) PLAN401(k)
Same employer
Similar plansProfessional & Technical Services · California
Qad Inc. CA$189.4M · 0.14%
Blackline Inc. CA$184.0M · 0.09%
Integral Systems,Inc. CA$183.4M · 0.07%
T.Y. Lin International CA$181.7M · 0.08%
FIVE9, Inc. CA$179.7M · 0.01%
Rambus, Inc. CA$179.5M · 0.04%
Hanson Bridgett LLP CA$178.0M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951634364 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.