Original filing (PDF)20250829124839NAL0006121267001

PROCOPIO, CORY, HARGREAVES & SAVITCH LLP

Name: PROCOPIO, CORY, HARGREAVES & SAVITCH LLP — PROCOPIO, CORY, HARGREAVES & SAVITCH LLP RETIREMENT PLAN FOR PARTNERS, Form 5500 (2024)
Creator: PROCOPIO, CORY, HARGREAVES & SAVITCH LLP

Form 5500-SF

FILING_RECEIVED

PROCOPIO, CORY, HARGREAVES & SAVITCH LLP RETIREMENT PLAN FOR PARTNERS

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$28.8M

Net assets (EOY)

$28.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROCOPIO, CORY, HARGREAVES & SAVITCH LLP.

Plan sponsor

Name

PROCOPIO, CORY, HARGREAVES & SAVITCH LLP

EIN

95-1634364

Address

525 B STREET, SUITE 2200 · SAN DIEGO, CA · 92101

Phone

(619) 238-1900

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-29

Pension benefit codes

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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