Cozen Oconnor 401(k) match, vesting and fees
What Cozen Oconnor's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | T Rowe Price Rps Inc | Schedule C ↗ |
| Independent auditor | Grant Thornton LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,087 defined-contribution plans in professional, scientific, and technical services with 1,000 to 4,999 participants.
| Cozen Oconnor: employer contribution per participant | $5,469 | |
| Peer median | $2,556 |
| Cozen Oconnor: average balance | $380,637 | |
| Peer median | $100,166 |
| Cozen Oconnor: admin expenses ÷ assets | 0.04% | |
| Peer median | 0.11% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $687M at the end of plan year 2021 to $746M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,050 | $746M | $10.7M | $5,469 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 1,855 | $662M | $9.5M | $5,184 | 0.05% | Not published | Form 5500 ↗ |
| 2022 | 1,802 | $558M | $8.8M | $4,994 | 0.05% | Not published | Form 5500 ↗ |
| 2021 | 1,719 | $687M | $9M | $5,330 | 0.06% | Not published | Form 5500 ↗ |
Other Cozen Oconnor plans (4)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Cozen Oconnor Associates 401(k) Plan and Trust
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | T Rowe Price Rps Inc | Schedule C ↗ |
| Independent auditor | Grant Thornton LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Cozen Oconnor Profit Sharing Plan B
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | T Rowe Price Rps Inc | Schedule C ↗ |
| Independent auditor | Grant Thornton LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Cozen O'Connor Cash Balance Plan a
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Grant Thornton LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Cozen O'Connor Cash Balance Plan B
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Grant Thornton LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Cozen Oconnor match 401(k) contributions?
The match terms for the Cozen Oconnor Profit Sharing Plan a have not been published from its filing yet. The plan year 2024 filing reports $10.7M in employer contributions, about $5,469 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Cozen Oconnor 401(k) match vested?
The vesting schedule for the Cozen Oconnor Profit Sharing Plan a is not in the data published so far. Your Summary Plan Description states it.
Who manages the Cozen Oconnor 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is T Rowe Price Rps Inc. The plan administrator is Cozen Oconnor.
I left Cozen Oconnor. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Cozen Oconnor, (215) 665-2000) or the recordkeeper, T Rowe Price Rps Inc. The Cozen Oconnor old 401(k) page lists the contacts from every plan filing. Find an old Cozen Oconnor 401(k)
Data from the public Form 5500 annual reports Cozen Oconnor filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Cozen Oconnor. Not financial advice. Report a correction · Methodology