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Original filing (PDF)20251015064820NAL0002024067001
COZEN O'CONNOR
Form 5500
FILING_RECEIVED
COZEN O'CONNOR CASH BALANCE PLAN B
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)
87
/ 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
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "First American Treas Obligations Fund CI Z Registered Investment Company" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
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
004
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 reportedInvestments
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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