# Cooley LLP Salary Deferral and Profit Sharing Plan

Cooley LLP Salary Deferral and Profit Sharing Plan is a Pension Fund based in San Francisco, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** San Francisco, United States
- **Region:** North America
- **Address:** 3 Embarcadero Center 20th Floor, San Francisco, CA, United States
- **Assets under management:** 1095 (Altss estimate)
- **Website:** www.cooley.com
- **LinkedIn:** https://www.linkedin.com/company/cooleyllp

## Regulatory record

- **Reports private funds:** No

## About

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.

## Sectors

- Diversified

## 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.

## Related profiles

- [Profelia](https://altss.com/profile/profelia)
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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/cooley-llp-salary-deferral-and-profit-sharing-plan

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