# Cozen Oconnor 401(k) Plan
Source: https://planprovider.pro/companies/cozen-oconnor-401k-plan-001

> Cozen Oconnor's 401(k) plan: 1,527 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cozen Oconnor

- **Sponsor EIN:** 231732832

- **Sponsor Address:** ONE LIBERTY PLACE, PHILADELPHIA, PA, 19103

- **Plan Type:** 401(k)

- **Total Participants:** 1,527

- **Total Assets:** $750.8M

## 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|1,527|$750.8M|$10.7M|$21.2M|

| 2023|1,320|$666.9M|$9.5M|$18.8M|

| 2022|1,268|$562.1M|$8.8M|$16.9M|

## 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|

| COMMONWEALTH FINANCIAL NETWORK|NONE|$125,000|—|$125,000|

| T ROWE PRICE RPS INC|NONE|$102,299|—|$102,299|

| GRANT THORNTON LLP|NONE|$37,275|—|$37,275|

| CBIZ INVESTMENT ADVISORY SVCS INC.|NONE|$31,937|—|$31,937|

### Verified Provider Profiles

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

- [COMMONWEALTH FINANCIAL NETWORK](https://planprovider.pro/provider/commonwealth-financial-network) — NONE

- [GRANT THORNTON LLP](https://planprovider.pro/provider/grant-thornton-llp) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $296,511

- **Estimated Expense Ratio:** 0.039% 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|$300,821|$125,000|—|$37,275|—|

| 2023|$319,200|$62,500|—|$37,275|—|

| 2022|$317,381|—|—|—|—|

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