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 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 | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $10 | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $7.1M | 25.5% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $3.6M | 12.8% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $3.2M | 11.3% | |
| VANGUARD MIDCAP GROWTH IND ADM Registered investment company 374 VANGUARD TOTAL STOCK MRKT IDX Registered investment company | Common Collective Trusts | — | — | $2.6M | 9.5% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $2.1M | 7.7% | |
| VANGUARD GROWTH INDEX, INST Registered investment company | Mutual Funds | — | — | $1.7M | 6.1% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $1.6M | 5.8% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $791K | 2.8% | |
| TRP NEW HORIZONS Registered investment company | Common Stocks | — | — | $756K | 2.7% | |
| VANGUARD MID-CAP INDEX INST Registered investment company | Mutual Funds | — | — | $651K | 2.3% | |
| DODGE & COX STOCK X Registered investment company | Mutual Funds | — | — | $519K | 1.9% | |
| FIDELITY INTL CPTL APPREC K6 Registered investment company | Mutual Funds | — | — | $425K | 1.5% | |
| JPM US RESEARCH ENHANCED EQ R6 Registered investment company | Common Stocks | — | — | $381K | 1.4% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $329K | 1.2% | |
| DODGE & COX BALANCED X Registered investment company | Mutual Funds | — | — | $253K | 0.9% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $251K | 0.9% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $222K | 0.8% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $192K | 0.7% | |
| MASSMUTUAL SMALL CAP OPPS R5 Registered investment company | Common Stocks | — | — | $156K | 0.6% | |
| TRP US TREASURY MONEY Registered investment company | U.S. Treasuries | — | — | $154K | 0.6% | |
| FIDELITY INTL INDEX FUND Registered investment company | Common Collective Trusts | — | — | $122K | 0.4% | |
| ALLSPRING CORE PLUS BND CIT SEI TRUST COMPANY · EIN 87-7012620 / PN 001 | Common Collective Trust | — | — | $114K | 0.4% | |
| AMERICAN NEW WORLD R6 Registered investment company | Common Stocks | — | — | $90K | 0.3% | |
| BLACKROCK INFL PROT BOND INST Registered investment company | U.S. Treasuries | — | — | $75K | 0.3% | |
| SELF-DIRECTED BROKERAGE ACCT Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $75K | 0.3% | |
| FIDELITY 500 INDEX FUND Registered investment company | Common Collective Trusts | — | — | $57K | 0.2% | |
| FIRST PAC ADVISOR NEW INCOME Registered investment company 149 THORNBURG STRATEGIC INCOME R5 Registered investment company | Common Stocks | — | — | $57K | 0.2% | |
| VICTORY SYCAMORE ESTAB VALUE I Registered investment company | Common Stocks | — | — | $44K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $34K | 0.1% | |
| AMERICAN FUNDS BOND R6 Registered investment company | Mutual Funds | — | — | $27K | <0.1% | |
| HARTFORD EQUITY INCOME R6 Registered investment company | Common Stocks | — | — | $24K | <0.1% | |
| MFS NEW DISCOVERY VALUE R6 Registered investment company | Mutual Funds | — | — | $22K | <0.1% | |
| TRP REAL ASSETS Registered investment company | Common Stocks | — | — | $21K | <0.1% | |
| INVESCO DISCOVERY Y Registered investment company | Mutual Funds | — | — | $6K | <0.1% | |
| TRP RETIREMENT BALANCED TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
