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 self-directed brokerage window, 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 | $3K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $11.0M | 27.7% | |
| T ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $4.1M | 10.4% | |
| T ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $3.6M | 9.0% | |
| T ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $2.8M | 7.1% | |
| T ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $2.3M | 5.8% | |
| VANGUARD TOTAL STOCK MRKT IDX Registered investment company | Common Collective Trusts | — | — | $2.2M | 5.6% | |
| VANGUARD GROWTH INDEX, INST Registered investment company | Mutual Funds | — | — | $1.7M | 4.3% | |
| T ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $1.7M | 4.2% | |
| T ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $1.4M | 3.5% | |
| T ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $1.2M | 3.1% | |
| T ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $990K | 2.5% | |
| TRP NEW HORIZONS Registered investment company | Common Stocks | — | — | $864K | 2.2% | |
| TRP US TREASURY MONEY Registered investment company | U.S. Treasuries | — | — | $650K | 1.6% | |
| DODGE & COX STOCK X Registered investment company | Mutual Funds | — | — | $637K | 1.6% | |
| FIDELITY INTL CPTL APPREC K6 Registered investment company | Mutual Funds | — | — | $612K | 1.5% | |
| T ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $472K | 1.2% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $462K | 1.2% | |
| JPM US RESEARCH ENHANCED EQ R6 Registered investment company | Common Stocks | — | — | $330K | 0.8% | |
| DODGE & COX BALANCED X Registered investment company | Mutual Funds | — | — | $311K | 0.8% | |
| VANGUARD MID-CAP INDEX INST Registered investment company | Mutual Funds | — | — | $293K | 0.7% | |
| ALLSPRING CORE PLUS BND CIT SEI TRUST COMPANY · EIN 87-7012620 / PN 001 | Common Collective Trust | — | — | $238K | 0.6% | |
| AMERICAN NEW WORLD R6 Registered investment company | Common Stocks | — | — | $210K | 0.5% | |
| MASSMUTUAL SMALL CAP OPPS R5 Registered investment company | Common Stocks | — | — | $183K | 0.5% | |
| THORNBURG STRATEGIC INCOME R5 Registered investment company | Common Stocks | — | — | $174K | 0.4% | |
| T ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $173K | 0.4% | |
| AMERICAN FUNDS BOND R6 Registered investment company | Mutual Funds | — | — | $168K | 0.4% | |
| Self-Directed Brokerage Accounts Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $160K | 0.4% | |
| T ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $114K | 0.3% | |
| VICTORY SYCAMORE ESTAB VALUE I Registered investment company | Common Stocks | — | — | $111K | 0.3% | |
| MFS NEW DISCOVERY VALUE R6 Registered investment company | Mutual Funds | — | — | $108K | 0.3% | |
| HARTFORD EQUITY INCOME R6 Registered investment company | Common Stocks | — | — | $105K | 0.3% | |
| BLACKROCK INFL PROT BOND INST Registered investment company | U.S. Treasuries | — | — | $94K | 0.2% | |
| FIRST PAC ADVISOR NEW INCOME Registered investment company | Common Stocks | — | — | $64K | 0.2% | |
| FIDELITY INTL INDEX FUND Registered investment company | Common Collective Trusts | — | — | $29K | <0.1% | |
| INVESCO DISCOVERY Y Registered investment company | Mutual Funds | — | — | $27K | <0.1% | |
| TRP REAL ASSETS Registered investment company | Common Stocks | — | — | $25K | <0.1% | |
| T ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $23K | <0.1% | |
| T ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $21K | <0.1% | |
| FIDELITY 500 INDEX FUND Registered investment company | Common Collective Trusts | — | — | $5K | <0.1% | |
| TRP RETIREMENT BALANCED TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $1K | <0.1% |
