AUMdb

Procore Technologies Retirement Plan

Sponsored by Procore Technologies, Inc. · EIN 731636261 · Plan #001

Total assets
$345M
Net assets
$345M
Active participants
3,256
With balances
4,374

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Investment advisory (participants) $117,917
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $80,366