# The Cooper Health System DC Plan
Source: https://planprovider.pro/companies/the-cooper-health-system-plan-003

> The Cooper Health System's DC plan: 10,323 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — NONE

- [ERNST & YOUNG LLP](https://planprovider.pro/provider/ernst-and-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|—|—|

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