What public Form 5500 filings show about the Procopio, CORY, Hargreaves & Savitch LLP 401(k) plan — and how to find and check your own account.
Procopio, CORY, Hargreaves & Savitch LLP (EIN 95-1634364) reports PROCOPIO CORY HARGREAVES & SAVITCH LLP 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $203.8M in plan assets across 550 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Procopio, CORY, Hargreaves & Savitch LLP filing — schedules, fees, and providers.
Procopio, CORY, Hargreaves & Savitch LLP’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Procopio, CORY, Hargreaves & Savitch LLPHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): GRP FINANCIAL, MILLIMAN, MATRIX TRUST.
