# Cozad Asset Management INC
Source: https://planprovider.pro/provider/cozad-asset-management-inc

> Founded in 1972 in Champaign in east-central Illinois, Cozad Asset Management INC works with individuals and multi-generational families across more than 40…

Retirement Plan Advisor

Champaign, IL

## About Cozad Asset Management INC

<p>Founded in 1972 in Champaign in east-central Illinois, Cozad Asset Management INC works with individuals and multi-generational families across more than 40 states on investment and retirement planning decisions.</p>

<p>The firm is a Registered Investment Advisor with 26 employees and reported $2.0B in assets under management (2026). Clients work with a team that includes investment advisors, CPAs, and CERTIFIED FINANCIAL PLANNER™ practitioners, which supports coordination across investing, planning, and tax topics.</p>

<p>For employer-sponsored retirement plans, Cozad can act as a 3(21) fiduciary advisor, helping plan sponsors evaluate the lineup, monitor performance, and document decisions while the sponsor keeps final authority. This role is a practical fit for committees that want hands-on guidance without delegating full discretion.</p>

<p>What sets Cozad apart is its in-house mix of advisory and tax credentials, which helps keep planning and investment work in one place for clients who prefer a single primary team.</p>

<ul>
<li>3(21) fiduciary support for plan sponsors (<a href="/plan-advisors">plan advisors</a>)</li>
<li>Investment management</li>
<li>Financial planning</li>
<li>Tax services</li>
<li>Asset protection planning</li>
</ul>

Website: [https://cozadasset.com/](https://cozadasset.com/)

Founded: 1972

Employees: 26

## Office Locations

- Champaign, IL (Headquarters)

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $2.0B

## Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

| Plan|Sponsor|Assets|Participants|

| CARLE FOUNDATION HOSPITAL AND AFFILIATES MATCHING TSA PLAN|CARLE FOUNDATION HOSPITAL AND AFFILIATES, IL|$1.4B|16,060|

| CARLE PROFIT SHARING PLAN|CARLE HOLDING COMPANY, INC., IL|$330M|1,869|

| CHRISTIE CLINIC 401K PROFIT SHARING PLAN|CHRISTIE BUSINESS HOLDING COMPANY, PC, IL|$231M|1,016|

| COLLEGE FRESH, INC. RETIREMENT SAVINGS PLAN|COLLEGE FRESH, INC., IL|$3M|351|

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