Procopio Cory Hargreaves & Savitch Llp 401(k) Profit Sharing Plan
Sponsored by Procopio, Cory, Hargreaves & Savitch Llp · EIN 951634364 · Plan #002
- Total assets
- $183M
- Net assets
- $183M
- Active participants
- 371
- With balances
- 430
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Grupp Financial Llc CRD 168436 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Matrix Trust Company | Custodial (securities), Trustee (directed), Direct payment from the plan | $69,452 |
| Milliman, Inc. | Recordkeeping, Copying and duplicating, Participant loan processing | $68,268 |
| Grp Financial | Investment advisory (plan), Direct payment from the plan, Securities brokerage commissions | $45,000 |