Cozen Oconnor Profit Sharing Plan A
Sponsored by Cozen Oconnor · EIN 231732832 · Plan #001
- Total assets
- $751M
- Net assets
- $746M
- Active participants
- 1,527
- With balances
- 1,961
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Financial Network | Consulting (general), Investment advisory (plan), Direct payment from the plan | $125,000 |
| T Rowe Price Rps Inc | Recordkeeping, Trustee (institutional), Trustee (directed) | $102,299 |
| Grant Thornton Llp | Accounting, Direct payment from the plan | $37,275 |
| Cbiz Investment Advisory Svcs Inc. | Accounting, Consulting (general), Legal | $31,937 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Other commissions | $1,341 |