Updated:
Cooley LLP Salary Deferral and Profit Sharing Plan
The plan was established to deliver retirement benefits exclusively to Cooley LLP staff. No founding year or individual wealth origin is disclosed.
Overview
The plan was established to deliver retirement benefits exclusively to Cooley LLP staff. No founding year or individual wealth origin is disclosed. Investment options include the Vanguard Institutional Index Fund, Fidelity Growth Company Commingled Pool, Fidelity Contrafund, Dodge & Cox Stock Fund, and Schwab S&P 500 Index Fund. Positions also appear in Ionis Pharmaceuticals. The plan maintains exposure across North America and select international holdings through these vehicles. Assets total 1095 million USD. Charles Schwab & Co. has acted as recordkeeper and trustee since 2019. David Walsh serves as plan administrator. Fidelity Management Trust Company previously held the trustee role. The plan functions as a single-employer defined contribution vehicle sponsored directly by Cooley LLP with no external LP commitments or co-investment program disclosed.
General information
Firm type
Pension Fund
Location
Region
North America
Country
United States
City
San Francisco
Corporate office
3 Embarcadero Center 20th Floor, San Francisco, CA, United States
Sector focus
Frequently asked questions
Who sponsors the Cooley LLP Salary Deferral and Profit Sharing Plan?
Cooley LLP serves as the plan sponsor and employer. The plan provides retirement benefits solely to current and former employees of the law firm.
What is the current size of the plan's assets?
Assets stand at 1095 million USD according to the Altss research record.
Which service providers support the plan?
Charles Schwab & Co. has served as recordkeeper and trustee since 2019. David Walsh acts as plan administrator.
What investment options are available to participants?
The menu includes the Vanguard Institutional Index Fund, Fidelity Contrafund, Dodge & Cox Stock Fund, Schwab S&P 500 Index Fund, and Fidelity Growth Company Commingled Pool.
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