Find an old Cozen Oconnor 401(k)
Cozen Oconnor Profit Sharing Plan a
Cozen Oconnor · Plan 001 · EIN 23-1732832 · Philadelphia, PA
| Plan administrator | Cozen Oconnor One Liberty Place, 1650 Market Street, Suite 2800, Philadelphia, PA 19103 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | T Rowe Price Rps Inc | Schedule C ↗ |
| Former employees with balances | 449 separated participants still had money in the plan | Form 5500 ↗ |
Cozen Oconnor Associates 401(k) Plan and Trust
Cozen Oconnor · Plan 002 · EIN 23-1732832 · Philadelphia, PA
| Plan administrator | Cozen Oconnor One Liberty Place, 1650 Market Street, Suite 2800, Philadelphia, PA 19103 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | T Rowe Price Rps Inc | Schedule C ↗ |
| Former employees with balances | 169 separated participants still had money in the plan | Form 5500 ↗ |
Cozen Oconnor Profit Sharing Plan B
Cozen Oconnor · Plan 005 · EIN 23-1732832 · Philadelphia, PA
| Plan administrator | Cozen Oconnor One Liberty Place, 1650 Market Street, Suite 2800, Philadelphia, PA 19103 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | T Rowe Price Rps Inc | Schedule C ↗ |
| Former employees with balances | 67 separated participants still had money in the plan | Form 5500 ↗ |
Cozen O'Connor Cash Balance Plan a
Cozen O'Connor · Plan 003 · EIN 23-1732832 · Philadelphia, PA
| Plan administrator | Cozen O'Connor One Liberty Place, 1650 Market Street, Philadelphia, PA 19103 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 3 separated participants still had money in the plan | Form 5500 ↗ |
Cozen O'Connor Cash Balance Plan B
Cozen O'Connor · Plan 004 · EIN 23-1732832 · Philadelphia, PA
| Plan administrator | Cozen O'Connor One Liberty Place, 1650 Market Street, Philadelphia, PA 19103 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 3 separated participants still had money in the plan | Form 5500 ↗ |
Cozen Oconnor 401(k) match, vesting and fees →
Found it? Your options
| Leave it | Often allowed if your balance is over $7,000. You keep the plan's investments and fees. |
| Move it to your new job's plan | If the new plan accepts roll-ins. Ask the new plan's recordkeeper. |
| Roll it into an IRA | More investment choices, and you control it. A direct rollover avoids withholding and penalties. |
| Cash out | Usually taxed, plus a 10% penalty if you are under 59½. |
General information, not financial or tax advice. Rules depend on your plan and situation.
How to track down the account
- Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
- If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
- Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.
Common questions
How do I find my old Cozen Oconnor 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Cozen Oconnor, (215) 665-2000. The accounts are held by the recordkeeper, T Rowe Price Rps Inc. Have your Social Security number and dates of employment ready.
What is the Cozen Oconnor 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (215) 665-2000.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Cozen Oconnor and does not hold accounts. Not financial advice. Report a correction