Plan Snapshot
- Plan Sponsor: Cooley LLP
- Sponsor EIN: 941140085
- Sponsor Address: 3 EMBARCADERO CENTER, 20TH FLOOR, SAN FRANCISCO, CA, 941114004
- Plan Type: 401(k)
- Total Participants: 2,641
- Total Assets: $1.3B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,641 | $1.3B | $32.9M | $45.4M |
| 2023 | 2,494 | $1.2B | $30.5M | $43.5M |
| 2022 | 2,584 | $979.2M | $29.2M | $42.6M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | Recordkeeper | $269,641 | — | $269,641 |
| CORIENT PRIVATE WEALTH LLC | Investment Advisor | $74,608 | — | $74,608 |
| LMCG INVESTMENTS LLC | Other Service Provider | $43,763 | — | $43,763 |
| CERITY PARTNERS LLC | Other Service Provider | $30,732 | — | $30,732 |
| COOPER CAPITAL GROUP | Other Service Provider | $28,242 | — | $28,242 |
| FISHER INVESTMENTS | Recordkeeper | $27,314 | — | $27,314 |
| EVERGREEN CAPITAL MANAGEMENT L | Investment Advisor | $27,086 | — | $27,086 |
| JP MORGAN PRIVATE WEALTH ADVIS | Other Service Provider | $26,514 | — | $26,514 |
| MARINER PLATFORM SOLUTIONS LLC | Other Service Provider | $26,453 | — | $26,453 |
| CHARLES SCHWAB & CO., INC. | Recordkeeper | $25,944 | — | $25,944 |
| ROBERTS WEALTH ADVISORS LLC | Other Service Provider | $22,987 | — | $22,987 |
| DEARBORN PARTNERS LLC | Other Service Provider | $19,724 | — | $19,724 |
| CREATIVE PLANNING LLC | Investment Advisor | $16,572 | — | $16,572 |
| PRIVATE OCEAN | Other Service Provider | $10,816 | — | $10,816 |
| HOLDFAST WEALTH MANAGEMENT LLC | Other Service Provider | $10,229 | — | $10,229 |
| JMG FINANCIAL GROUP LTD | Other Service Provider | $9,729 | — | $9,729 |
| GEMMER ASSET MANAGEMENT LLC | Other Service Provider | $8,924 | — | $8,924 |
| PILLAR WEALTH MANAGEMENT CO | Other Service Provider | $8,384 | — | $8,384 |
| SENTINEL WEALTH MANAGEMENT INC | Recordkeeper | $6,504 | — | $6,504 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — Recordkeeper
- CORIENT PRIVATE WEALTH LLC — Investment Advisor
- FISHER INVESTMENTS — Recordkeeper
- EVERGREEN CAPITAL MANAGEMENT L — Investment Advisor
- CHARLES SCHWAB & CO., INC. — Recordkeeper
- CREATIVE PLANNING LLC — Investment Advisor
- SENTINEL WEALTH MANAGEMENT INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $694,166
- Estimated Expense Ratio: 0.053% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $678,573 | $521,815 | — | — | — |
| 2023 | $612,394 | $444,244 | — | — | — |
| 2022 | $630,362 | $401,696 | — | — | — |