Plan Snapshot
- Plan Sponsor: Cooper University Hospital Cape Regional
- Sponsor EIN: 210662542
- Sponsor Address: 2 STONE HARBOR BLVD, CAPE MAY COURT HOUSE, NJ, 08210
- Plan Type: 403(b)
- Total Participants: 1,093
- Total Assets: $108.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 1,093 | $108.6M | $2.7M | $4.8M |
| 2023 | 1,040 | $97.6M | $2.5M | $4.3M |
| 2022 | 1,026 | $85.4M | $2.4M | $4.0M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $161,349 | — | $161,349 |
| UBS FINANCIAL SERVICES INC. | CONSULTANT | $88,432 | — | $88,432 |
| ERNST & YOUNG LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- UBS FINANCIAL SERVICES INC. — CONSULTANT
- ERNST & YOUNG LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $249,781
- Estimated Expense Ratio: 0.230% 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 | $249,781 | $88,432 | — | — | — |
| 2023 | $239,355 | $87,153 | — | — | — |
| 2022 | $251,610 | $119,709 | — | — | — |