# Cape Cod Healthcare, INC. 403(b) Plan
Source: https://planprovider.pro/companies/cape-cod-healthcare-403b-plan

> Cape Cod Healthcare, INC.'s 403(b) plan: 4,934 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

- [CARON & BLETZER, PLCC](https://planprovider.pro/provider/caron-bletzer) — 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|

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