Original filing (PDF)20251015064744NAL0002023523001

COZEN O'CONNOR

Name: COZEN O'CONNOR — COZEN O'CONNOR CASH BALANCE PLAN A, Form 5500 (2024)
Creator: COZEN O'CONNOR

Form 5500

FILING_RECEIVED

COZEN O'CONNOR CASH BALANCE PLAN A

Defined-benefit pension plan

Signals · 2

100% in single holdingNo recordkeeper disclosed

Active participants

202

Accounts w/ balance

—

Plan assets (EOY)

$19.3M

Net assets (EOY)

$19.3M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COZEN O'CONNOR.

Plan sponsor

Name

COZEN O'CONNOR

EIN

23-1732832

Address

ONE LIBERTY PLACE · 1650 MARKET STREET · PHILADELPHIA, PA · 19103

Phone

(215) 665-2000

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

1C · Cash balance or similar hybrid DB

Audit & trust (Schedule H)

Auditor

GRANT THORNTON LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security· $11.7M(60% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	First American Treas Obligations Fund CI Z Registered Investment Company	—	—	$11.7M	$11.7M	60.3%

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