Plan Snapshot
- Plan Sponsor: Cooper University Hospital Cape Regional
- Sponsor EIN: 222629594
- Sponsor Address: TWO STONE HARBOR BOULEVARD, CAPE MAY COURT HOUSE, NJ, 08210
- Plan Type: DB
- Total Participants: 218
- Total Assets: $66.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 218 | $66.0M | $2.4M | $0 |
| 2023 | 239 | $63.8M | $2.4M | $0 |
| 2022 | 254 | $59.7M | $1.9M | $0 |
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 |
|---|---|---|---|---|
| SEI INVESTMENTS COMPANY | NONE | $396,004 | — | $396,004 |
| BUCK GLOBAL, LLC | NONE | $105,329 | — | $105,329 |
| ERNST & YOUNG LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ERNST & YOUNG LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $501,333
- Estimated Expense Ratio: 0.759% 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 | $1,362,660 | $396,004 | — | — | — |
| 2023 | $1,301,256 | $381,520 | — | — | — |
| 2022 | $1,215,484 | $374,420 | $12,600 | — | $101,172 |