Plan Snapshot
- Plan Sponsor: Cape Cod Healthcare, INC.
- Sponsor EIN: 222600704
- Sponsor Address: 27 PARK STREET, HYANNIS, MA, 026015230
- Plan Type: 403(b)
- Total Participants: 4,934
- Total Assets: $929.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 4,934 | $929.2M | $14.6M | $38.1M |
| 2023 | 4,849 | $864.5M | $13.9M | $36.4M |
| 2022 | 4,754 | $770.4M | $13.4M | $34.3M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | SERVICE PROVIDER | $352,107 | — | $352,107 |
| FIDUCIENT ADVISORS LLC | INVESTMENT ADVISOR | $67,228 | — | $67,228 |
| CARON & BLETZER, PLCC | ACCOUNTANT | $14,535 | — | $14,535 |
| DKC RETIREMENT ASSOCIATES | CONSULTANT | $6,000 | — | $6,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — SERVICE PROVIDER
- CARON & BLETZER, PLCC — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $439,870
- Estimated Expense Ratio: 0.047% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $478,044 | $92,878 | $365,155 | $18,200 | — |
| 2023 | $546,857 | $74,876 | $457,446 | $14,535 | — |
| 2022 | $565,593 | $71,314 | $475,814 | — | $18,465 |