Plan Ledger DOL Form 5500 · updated monthly

Cooley LLP401(k)

COOLEY LLP SALARY DEFERRAL AND PROFIT SHARING PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.05%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Cooley LLP reported $678,573 in plan administrative expenses for 2024: 0.05% of average plan assets, above the peer median. Employer contributions averaged $12,468 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.06% to 0.05%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other professional & technical services employers. By assets it is the 107th-largest of 9,483 plans among California employers on file, and the 136th of 11,654 in professional & technical services. In 2024, employees put in $1.38 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,317,917,960
Participants with balances4,021
Active participants2,641
Employer contributions$32,927,869
Employee contributions$45,433,028
Employer contribution per active participant$12,468
Average account balance$327,759
Benefits paid to participants$81,849,298
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.3B · 4,021 accts · $32.9M emplr
2023$1.2B · 3,878 accts · $30.5M emplr
2022$979.2M · 3,924 accts · $29.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$156,758
Investment management$521,815
Total administrative$678,573
The Cooley LLP 401(k) match · 2024
Employer contribution per active participant$12,468
Median for plans this size$5,259
2024$12,468 per active participant
2023$12,216 per active participant
2022$11,317 per active participant

Cooley LLP's 2024 employer contribution ran above the $5,259 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 202412
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$269,641
CORIENT PRIVATE WEALTH LLC · Investment advisory (participants)$74,608
LMCG INVESTMENTS LLC · Investment advisory (participants)$43,763
CERITY PARTNERS LLC · Investment advisory (participants)$30,732
COOPER CAPITAL GROUP · Investment advisory (participants)$28,242
FISHER INVESTMENTS · Investment advisory (participants)$27,314
EVERGREEN CAPITAL MANAGEMENT L · Investment advisory (participants)$27,086
JP MORGAN PRIVATE WEALTH ADVIS · Investment advisory (participants)$26,514
MARINER PLATFORM SOLUTIONS LLC · Investment advisory (participants)$26,453
CHARLES SCHWAB & CO., INC. · Securities brokerage$25,944
ROBERTS WEALTH ADVISORS LLC · Investment advisory (participants)$22,987
DEARBORN PARTNERS LLC · Investment advisory (participants)$19,724

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$678,573 · 0.05%
2023$612,394 · 0.06%
2022$630,362 · 0.06%
Same employer
Similar plansProfessional & Technical Services · California
The Aerospace Corporation CA$1.8B · 0.02%
Hcl America, Inc. CA$1.5B · 0.15%
Morrison & Foerster LLP CA$1.4B · 0.01%
Electronic Arts Inc. CA$1.3B · 0.02%
Palo Alto Networks, Inc. CA$1.3B · 0.01%
Block, Inc. CA$1.2B · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941140085 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.