David W. Ellman signed Cozen Oconnor's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cozen Oconnor's EIN is 23-1732832.
Download the official 2024 Form 5500 (PDF) for Cozen Oconnor from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cozen Oconnor's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $102K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SVCS INC. | — | CINCINNATI, OH | NONE | $32K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MRKT IDX Registered investment company | Common Collective Trusts | — | — | $89.2M | 11.9% | |
| T ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $62.5M | 8.3% | |
| T ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $59.4M | 7.9% | |
| T ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $54.6M | 7.3% | |
| DODGE & COX STOCK X Registered investment company | Mutual Funds | — | — | $42.6M | 5.7% | |
| VANGUARD GROWTH INDEX, INST Registered investment company | Mutual Funds | — | — | $41.1M | 5.5% | |
| T ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $37.9M | 5.1% | |
| T. Rowe Price US Treasury Money Fund Registered investment company | U.S. Treasuries | — | — | $37.6M | 5.0% | |
| T ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $33.8M | 4.5% | |
| T ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $30.6M | 4.1% | |
| Self-Directed Brokerage Accounts Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $26.5M | 3.5% | |
| DODGE & COX BALANCED X Registered investment company | Mutual Funds | — | — | $26.1M | 3.5% | |
| FIDELITY INTL CPTL APPREC K6 Registered investment company | Mutual Funds | — | — | $24.0M | 3.2% | |
| TRP NEW HORIZONS Registered investment company | Common Stocks | — | — | $22.4M | 3.0% | |
| T ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $20.2M | 2.7% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $20.1M | 2.7% | |
| JPM US RESEARCH ENHANCED EQ R6 Registered investment company | Common Stocks | — | — | $16.6M | 2.2% | |
| T ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $13.0M | 1.7% | |
| Vanguard Mid-Cap Index Inst Registered investment company | Mutual Funds | — | — | $13.0M | 1.7% | |
| T ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $10.9M | 1.4% | |
| ALLSPRING CORE PLUS BOND CIT SEI TRUST COMPANY · EIN 87-7012620 / PN 001 | Common Collective Trust | — | — | $9.1M | 1.2% | |
| MASSMUTUAL SMALL CAP OPPS R5 Registered investment company | Common Stocks | — | — | $8.8M | 1.2% | |
| THORNBURG STRATEGIC INCOME R5 Registered investment company | Common Stocks | — | — | $6.1M | 0.8% | |
| AMERICAN FUNDS BOND R6 Registered investment company | Mutual Funds | — | — | $5.9M | 0.8% | |
| BLACKROCK INFL PROT BOND INST Registered investment company | U.S. Treasuries | — | — | $4.7M | 0.6% | |
| HARTFORD EQUITY INCOME R6 Registered investment company | Common Stocks | — | — | $4.5M | 0.6% | |
| AMERICAN NEW WORLD R6 Registered investment company | Common Stocks | — | — | $4.5M | 0.6% | |
| MFS NEW DISCOVERY VALUE R6 Registered investment company | Mutual Funds | — | — | $3.4M | 0.4% | |
| Victory Sycamore Estab Value 1 Registered investment company | Common Stocks | — | — | $2.9M | 0.4% | |
| FIDELITY INTL INDEX FUND Registered investment company | Common Collective Trusts | — | — | $2.8M | 0.4% | |
| T ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $2.4M | 0.3% | |
| T ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $2.0M | 0.3% | |
| FIRST PAC ADVISOR NEW INCOME Registered investment company | Common Stocks | — | — | $2.0M | 0.3% | |
| TRP RETIREMENT BALANCED TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $1.3M | 0.2% | |
| TRP REAL ASSETS Registered investment company | Common Stocks | — | — | $1.2M | 0.2% | |
| T ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $1.1M | 0.2% | |
| INVESCO DISCOVERY Y Registered investment company | Mutual Funds | — | — | $936K | 0.1% | |
| T ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $611K | <0.1% | |
| FIDELITY 500 INDEX FUND Registered investment company | Common Collective Trusts | — | — | $322K | <0.1% | |
| VANGUARD MIDCAP GROWTH IND ADM Registered investment company | Mutual Funds | — | — | $135K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT THORNTON LLP | — | CHICAGO, IL | NONE | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | — | WALTHAM, MA | NONE | $125K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $1K | — |
