Overview

Plan Rating

BrightScope Rating
87
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (46)
Average in Peer Group (82)
Highest in Peer Group (91)

Plan Description

Cooley LLP Salary Deferral and Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 87, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances, Company Generosity, Salary Deferral, and Total Plan Cost. Cooley LLP Salary Deferral and Profit Sharing Plan currently has over 2,400 active participants and over $504.8M in plan assets.

Did you know?

For the average 401k participant, the 4 point difference between this plan's BrightScope Rating (87) and the top rated plan (91) could equate to:
4
Additional years of work
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2014
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 101 California Street, 5th Floor
  • Location
    San Francisco , CA
  • 94111-5800
  • Industry
    Offices of Lawyers
  • Administrator
    David Walsh
  • Net Plan Assets
    $505,000,000
  • Total Participants
    2,500
  • Avg Account Balance
    $210,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Great

Performance

Participation Rate:
Above Average
Salary Deferrals:
Great
Account Balance:
Great

Design

Total Plan Cost:
Lowest Fees
Company Generosity:
Great

Performance

Participation Rate:
Average
Salary Deferrals:
Great
Account Balance:
Great
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Investments

Investment Menu Stats

# of Investment Options

31

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Charles Schwab Indexed Retirement 54%
N/A
Self-Directed Brokerage Accounts 23%
N/A
Vanguard 500 Index 4%
8%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Recordkeeper
Charles Schwab
Investment Adviser
First Republic
Investment Adviser
Stearns Finanical Services Group
Investment Adviser
Duncan Asset Management
Investment Adviser
Dowling & Yahnke, LLC
Investment Adviser
Kcm Investment Advisors LLC
Investment Adviser
Nelson Roberts Investment
Investment Adviser
Sentinel Wealth Management, Inc.
Investment Adviser
Bingham Osborn & Scarborough
Investment Adviser
Advantage Benefits Consultants, Inc
Investment Adviser
Pillar Wealth Management Co
Investment Adviser
Holdfast Wealth Management, LLC
Investment Adviser
Lee Munder Capital Group, LLC
Investment Adviser
Madison Mosaic Funds
Auditor
Odenberg, Ullakko, Muranishi & Co.