Plan Snapshot
- Plan Sponsor: The Cooper Health System
- Sponsor EIN: 210634462
- Sponsor Address: THREE COOPER PLAZA, SUITE 500, CAMDEN, NJ, 081031438
- Plan Type: DC
- Total Participants: 10,323
- Total Assets: $944.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 10,323 | $944.0M | $0 | $67.1M |
| 2023 | 8,416 | $798.9M | $0 | $60.8M |
| 2022 | 9,570 | $640.1M | $0 | $54.4M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | NONE | $734,030 | — | $734,030 |
| NEWPORT CAPITAL GROUP | NONE | $155,336 | — | $155,336 |
| ERNST & YOUNG LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — NONE
- ERNST & YOUNG LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $889,366
- Estimated Expense Ratio: 0.094% 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 | $910,901 | — | $21,944 | — | — |
| 2023 | $842,553 | — | $20,719 | — | — |
| 2022 | $848,676 | $175 | $21,528 | — | — |