The Cooper Health System 403(b) Plan
Sponsored by The Cooper Health System · EIN 210634462 · Plan #003
- Total assets
- $944M
- Net assets
- $944M
- Active participants
- 10,323
- With balances
- 12,928
Plan year beginning 01/01/2024 · Total participant-directed account, Automatic enrollment, Default investment account (QDIA)
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 | $734,030 |
| Newport Capital Group | Investment advisory (plan), Direct payment from the plan | $155,336 |