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Original filing (PDF)20251015103424NAL0002152275001
COZEN OCONNOR
Form 5500
FILING_RECEIVED
COZEN OCONNOR PROFIT SHARING PLAN A
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,527
Accounts w/ balance
1,961
Plan assets (EOY)
$750.8M
Net assets (EOY)
$746.4M
How this plan invests
This plan
16 pooled trusts
Schedule D
40 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (4 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COZEN OCONNOR.
Plan sponsor
Name
COZEN OCONNOR
EIN
23-1732832
Address
ONE LIBERTY PLACE · 1650 MARKET STREET, SUITE 2800 · PHILADELPHIA, PA · 19103
Phone
(215) 665-2000
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | — | WALTHAM, MA | NONE | $125K | — |
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $102K | — |
| GRANT THORNTON LLP | — | CHICAGO, IL | NONE | $37K | — |
| CBIZ INVESTMENT ADVISORY SVCS INC. | — | CINCINNATI, OH | NONE | $32K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $1K | — |
Investments
24 direct securities · 16 pooled funds· $746.8M(99% of reported assets)
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.
Uncategorized
$387.2M
24 holdings
Common Collective Trust
$359.6M
16 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MRKT IDX Registered investment company | — | — | — | $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 | — | — | — | $42.6M | 5.7% | |
| VANGUARD GROWTH INDEX, INST Registered investment company | — | — | — | $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 | — | — | — | $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 | — | — | — | $26.5M | 3.5% | |
| DODGE & COX BALANCED X Registered investment company | — | — | — | $26.1M | 3.5% | |
| FIDELITY INTL CPTL APPREC K6 Registered investment company | — | — | — | $24.0M | 3.2% | |
| TRP NEW HORIZONS Registered investment company | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $8.8M | 1.2% | |
| THORNBURG STRATEGIC INCOME R5 Registered investment company | — | — | — | $6.1M | 0.8% | |
| AMERICAN FUNDS BOND R6 Registered investment company | — | — | — | $5.9M | 0.8% | |
| BLACKROCK INFL PROT BOND INST Registered investment company | — | — | — | $4.7M | 0.6% | |
| HARTFORD EQUITY INCOME R6 Registered investment company | — | — | — | $4.5M | 0.6% | |
| AMERICAN NEW WORLD R6 Registered investment company | — | — | — | $4.5M | 0.6% | |
| MFS NEW DISCOVERY VALUE R6 Registered investment company | — | — | — | $3.4M | 0.4% | |
| Victory Sycamore Estab Value 1 Registered investment company | — | — | — | $2.9M | 0.4% | |
| FIDELITY INTL INDEX FUND Registered investment company | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $322K | <0.1% | |
| VANGUARD MIDCAP GROWTH IND ADM Registered investment company | — | — | — | $135K | <0.1% |