Procopio, Cory, Hargreaves & Savitch Llp 401(k) Plan: Login, Facts & Contact Information

Procopio, Cory, Hargreaves & Savitch Llp 401(k) Plan Facts

Plan name
PROCOPIO CORY HARGREAVES & SAVITCH LLP 401(K) PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
PROCOPIO, CORY, HARGREAVES & SAVITCH LLP
Participants
532 (371 active employees)
Former employees with a balance
142
Plan assets
$182,590,892 at Dec 31, 2024
Average account balance
$424,630 across 430 accounts
Employer contributions
$6,126,222 in plan year 2024 (61% of all contributions)
Recordkeeper
Milliman, Inc.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
May 1, 1991
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $10.1 million went into the plan in contributions, $6.13 million of it from the employer (61%).
  • $10.6 million was paid out to participants.
  • Investment and other income added $21.5 million.
  • Administrative expenses were $275,072, about $640 per account.

How the Procopio, Cory, Hargreaves & Savitch Llp 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019327$121.1 million$3.57 million$3.79 million
2020364$144.5 million$3.70 million$4.48 million
2021407$169.2 million$4.07 million$4.79 million
2022409$153.6 million$3.64 million$4.29 million
2023517$166.7 million$4.40 million$17.8 million
2024532$182.6 million$6.13 million$10.6 million

Procopio, Cory, Hargreaves & Savitch Llp 401(k) Contact Information

Phone
619-525-3816
Mailing address
525 B STREET, SUITE 2200, SAN DIEGO CA 92101
Plan sponsor
PROCOPIO, CORY, HARGREAVES & SAVITCH LLP
Employer identification number (EIN)
95-1634364
Plan number
002

Questions about the Procopio, Cory, Hargreaves & Savitch Llp 401(k)

Does Procopio, Cory, Hargreaves & Savitch Llp contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $6.13 million, 61% of all contributions.

Does the Procopio, Cory, Hargreaves & Savitch Llp 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Procopio, Cory, Hargreaves & Savitch Llp 401(k) plan?

532 participants at the start of plan year 2024, 371 of them active employees, and 142 former employees who still had money in the plan.

What is the average 401(k) balance at Procopio, Cory, Hargreaves & Savitch Llp?

About $424,630 per account: $182.6 million in plan assets across 430 accounts with a balance at the end of plan year 2024.

Who manages the Procopio, Cory, Hargreaves & Savitch Llp 401(k) accounts?

Milliman (listed on the filing as MILLIMAN, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Procopio, Cory, Hargreaves & Savitch Llp. How do I access my 401(k)?

Your account stays with Milliman after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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