AUMdb

Cape Regional Medical Center Defined Contribution Retirement Plan

Sponsored by Cooper University Hospital Cape Regional · EIN 210662542 · Plan #010

Total assets
$109M
Net assets
$109M
Active participants
1,093
With balances
1,425

Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Transamerica Retirement Advisors, Llc CRD 107319 fuzzy_auto · 94% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $161,349
Ubs Financial Services Inc. Consulting (general), Consulting fees $88,432