Cooper Health System, Inc. Defined Contribution Retirement Plan
Sponsored by The Cooper Health System · EIN 210634462 · Plan #002
- Total assets
- $359M
- Net assets
- $359M
- Active participants
- 8,219
- With balances
- 9,135
Plan year beginning 01/01/2024 · Profit-sharing, Total participant-directed account, 401(m) arrangement
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Newport Capital Group, Llc CRD 144442 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Direct payment from the plan, Sub-transfer agency fees | $123,984 |
| Newport Capital Group | Investment advisory (plan), Direct payment from the plan | $67,676 |