# Cooley LLP 401(k) Plan
Source: https://planprovider.pro/companies/cooley-llp-401k-plan

> Cooley LLP's 401(k) plan: 2,641 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|NONE|$269,641|—|$269,641|

| CORIENT PRIVATE WEALTH LLC|NONE|$74,608|—|$74,608|

| LMCG INVESTMENTS LLC|NONE|$43,763|—|$43,763|

| CERITY PARTNERS LLC|NONE|$30,732|—|$30,732|

| COOPER CAPITAL GROUP|NONE|$28,242|—|$28,242|

| FISHER INVESTMENTS|NONE|$27,314|—|$27,314|

| EVERGREEN CAPITAL MANAGEMENT L|NONE|$27,086|—|$27,086|

| JP MORGAN PRIVATE WEALTH ADVIS|NONE|$26,514|—|$26,514|

| MARINER PLATFORM SOLUTIONS LLC|NONE|$26,453|—|$26,453|

| CHARLES SCHWAB & CO., INC.|NONE|$25,944|—|$25,944|

| ROBERTS WEALTH ADVISORS LLC|NONE|$22,987|—|$22,987|

| DEARBORN PARTNERS LLC|NONE|$19,724|—|$19,724|

| CREATIVE PLANNING LLC|NONE|$16,572|—|$16,572|

| PRIVATE OCEAN|NONE|$10,816|—|$10,816|

| HOLDFAST WEALTH MANAGEMENT LLC|NONE|$10,229|—|$10,229|

| JMG FINANCIAL GROUP LTD|NONE|$9,729|—|$9,729|

| GEMMER ASSET MANAGEMENT LLC|NONE|$8,924|—|$8,924|

| PILLAR WEALTH MANAGEMENT CO|NONE|$8,384|—|$8,384|

| SENTINEL WEALTH MANAGEMENT INC|NONE|$6,504|—|$6,504|

| WITHUM SMITH & BROWN, PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SCHWAB RETIREMENT PLAN SERVICES,INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [CORIENT PRIVATE WEALTH LLC](https://planprovider.pro/provider/creative-planning) — NONE

- [FISHER INVESTMENTS](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [EVERGREEN CAPITAL MANAGEMENT L](https://planprovider.pro/provider/evergreen-capital-management-llc) — NONE

- [CHARLES SCHWAB & CO., INC.](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [CREATIVE PLANNING LLC](https://planprovider.pro/provider/creative-planning) — NONE

- [SENTINEL WEALTH MANAGEMENT INC](https://planprovider.pro/provider/sentinel-group) — NONE

- [WITHUM SMITH & BROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

## 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|—|—|—|

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