COZEN OCONNOR ASSOCIATES 401(K) PLAN AND TRUST
Plan Contact
- Address: ONE LIBERTY PLACE,,PHILADELPHIA,PA
- Contact person: DAVID W. ELLMAN
- Phone: (215) 665-2000
Plan General Information
COZEN OCONNOR ASSOCIATES 401(K) PLAN AND TRUST Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of COZEN OCONNOR ASSOCIATES 401(K) PLAN AND TRUST is $22,645,984.00.This plan was established in 1997.
COZEN OCONNOR ASSOCIATES 401(K) PLAN AND TRUST Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in COZEN OCONNOR ASSOCIATES 401(K) PLAN AND TRUST is 458
COZEN OCONNOR ASSOCIATES 401(K) PLAN AND TRUST Average Participant Retirement Account Value
In 2023, the average participant retirement account value for COZEN OCONNOR ASSOCIATES 401(K) PLAN AND TRUST is $49,445.00
COZEN OCONNOR ASSOCIATES 401(K) PLAN AND TRUST Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for COZEN OCONNOR ASSOCIATES 401(K) PLAN AND TRUST is $10,067.00.
COZEN OCONNOR ASSOCIATES 401(K) PLAN AND TRUST Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of COZEN OCONNOR ASSOCIATES 401(K) PLAN AND TRUST is 34.52%.
COZEN OCONNOR ASSOCIATES 401(K) PLAN AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for COZEN OCONNOR ASSOCIATES 401(K) PLAN AND TRUST is 14.21%. This measures the effectiveness of the plan participants' investments in the year.
COZEN OCONNOR ASSOCIATES 401(K) PLAN AND TRUST Expense Ratio
In 2023, the investment and administrative expense ratio of COZEN OCONNOR ASSOCIATES 401(K) PLAN AND TRUST is 0.08%.
Enrollment Features
COZEN OCONNOR ASSOCIATES 401(K) PLAN AND TRUST has the following features:Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.
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