Plan Ledger DOL Form 5500 · updated monthly

Cozen Oconnor401(k)

COZEN OCONNOR PROFIT SHARING PLAN A · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Cozen Oconnor reported $300,821 in plan administrative expenses for 2024: 0.04% of average plan assets, below the peer median. Employer contributions averaged $7,023 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 0.05% to 0.04%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other professional & technical services employers. By assets it is the 107th-largest of 3,651 plans among Pennsylvania employers on file, and the 241st of 11,654 in professional & technical services. In 2024, employees put in $1.97 for every $1.00 the employer contributed; active participation has grown from 1,268 to 1,527 since 2022.

Plan summary
Net assets, end of year$746,429,787
Participants with balances1,961
Active participants1,527
Employer contributions$10,723,933
Employee contributions$21,154,490
Employer contribution per active participant$7,023
Average account balance$380,637
Benefits paid to participants$52,656,509
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$746.4M · 1,961 accts · $10.7M emplr
2023$662.4M · 1,832 accts · $9.5M emplr
2022$558.1M · 1,762 accts · $8.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$102,299
Investment management$125,000
Audit (IQPA)$37,275
Total administrative$300,821
The Cozen Oconnor 401(k) match · 2024
Employer contribution per active participant$7,023
Median for plans this size$4,294
2024$7,023 per active participant
2023$7,194 per active participant
2022$6,939 per active participant

Cozen Oconnor's 2024 employer contribution ran above the $4,294 median for plans its size. 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 · 20245
T ROWE PRICE RPS INC · Recordkeeping · Trustee$102,299
COMMONWEALTH FINANCIAL NETWORK · Consulting · Investment advisory (plan)$125,000
GRANT THORNTON LLP · Accounting / audit$37,275
CBIZ INVESTMENT ADVISORY SVCS INC. · Accounting / audit · Consulting$31,937
CHARLES SCHWAB & CO., INC. · Securities brokerage$1,341

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

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

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

Administrative cost history3
2024$300,821 · 0.04%
2023$319,200 · 0.05%
2022$317,381 · 0.05%
All plans at this employer3
COZEN OCONNOR PROFIT SHARING PLAN A401(k)
COZEN OCONNOR ASSOCIATES 401(K) PLAN AND TRUST401(k)
COZEN OCONNOR PROFIT SHARING PLAN BProfit-sharing plan
Same employer
Similar plansProfessional & Technical Services · Pennsylvania
Sei Investments Company PA$881.8M · 0.01%
Gannett Fleming, Inc. PA$830.4M · 0.05%
Fox Rothschild LLP PA$756.0M · 0.02%
Ballard Spahr LLP PA$550.0M · 0.01%
Weston Solutions, Inc. PA$546.0M · 0.00%
Wes Holdings, Inc. PA$546.0M · 0.00%
Blank Rome LLP PA$540.5M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231732832 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.