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Original filing (PDF)20251015185430NAL0005417793001
THE COOPER HEALTH SYSTEM
Form 5500
FILING_RECEIVED
COOPER HEALTH SYSTEM, INC. DEFINED CONTRIBUTION RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
8,219
Accounts w/ balance
9,135
Plan assets (EOY)
$359.2M
Net assets (EOY)
$359.2M
How this plan invests
This plan
1 pooled trust
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE COOPER HEALTH SYSTEM.
Plan sponsor
Name
THE COOPER HEALTH SYSTEM
EIN
21-0634462
Address
1 FEDERAL STREET · SUITE 200 · CAMDEN, NJ · 081031162
Phone
(856) 342-2403
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | NONE | $124K | — |
| NEWPORT CAPITAL GROUP | 86-1109193 | — | NONE | $68K | — |
Investments
35 direct securities · 1 pooled fund· $345.5M(96% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$339.7M
35 holdings
Common Collective Trust
$5.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2030 K Registered investment company | — | — | — | $35.8M | 10.0% | |
| Fidelity Freedom 2040 K Registered investment company | — | — | — | $35.7M | 9.9% | |
| Fidelity Freedom 2035 K Registered investment company | — | — | — | $34.4M | 9.6% | |
| Fidelity Freedom 2045 K Registered investment company | — | — | — | $31.1M | 8.7% | |
| Fidelity Freedom 2025 K Registered investment company | — | — | — | $31.0M | 8.6% | |
| Fidelity Freedom 2050 K Registered investment company | — | — | — | $26.3M | 7.3% | |
| Fidelity 500 Index Fund Registered investment company | — | — | — | $17.7M | 4.9% | |
| Fidelity Growth Company Fund K Registered investment company | — | — | — | $17.5M | 4.9% | |
| Fidelity Contrafund Fund K Registered investment company | — | — | — | $17.4M | 4.8% | |
| Fidelity Freedom 2055 K Registered investment company | — | — | — | $16.7M | 4.7% | |
| Fidelity Freedom 2020 K Registered investment company | — | — | — | $15.6M | 4.4% | |
| Fidelity Freedom 2060 K Registered investment company | — | — | — | $8.4M | 2.4% | |
| MFS Mid Cap Growth Fund R6 Registered investment company | — | — | — | $7.2M | 2.0% | |
| Fidelity Total Bond Fund Registered investment company | — | — | — | $6.7M | 1.9% | |
| Fidelity Balanced Fund K Registered investment company | — | — | — | $6.1M | 1.7% | |
| METLIFE STABLE VALUE SOLUTIONS II GREAT GRAY TRUST COMPANY, LLC · EIN 81-3301561 / PN 505 | Common Collective Trust | — | — | $5.8M | 1.6% | |
| Fidelity Brokerage Link Self-directed brokerage accounts | — | — | — | $5.6M | 1.5% | |
| Fidelity Freedom 2015 K Registered investment company | — | — | — | $4.6M | 1.3% | |
| Fidelity Freedom 2010 K Registered investment company | — | — | — | $2.9M | 0.8% | |
| Vanguard Value Index Inst Fund Registered investment company | — | — | — | $2.6M | 0.7% | |
| TCHSTN Large Cap FOC Fund Y Registered investment company | — | — | — | $2.5M | 0.7% | |
| Fidelity Freedom Income Fund Registered investment company | — | — | — | $2.3M | 0.6% | |
| MFS Institutional International Equity Fund Registered investment company | — | — | — | $1.7M | 0.5% | |
| Fidelity Freedom 2065 Registered investment company | — | — | — | $1.5M | 0.4% | |
| Fidelity Small Cap Value Fund Registered investment company | — | — | — | $1.4M | 0.4% | |
| Fidelity International Index Fund Registered investment company | — | — | — | $1.2M | 0.3% | |
| Fidelity Extended Market Index Fund Registered investment company | — | — | — | $1.2M | 0.3% | |
| BlackRock High Yield Bond Inst Fund Registered investment company | — | — | — | $1.0M | 0.3% | |
| MFS Mid Cap Value Fund R6 Registered investment company | — | — | — | $919K | 0.3% | |
| Loomis Small Cap Growth IS Fund Registered investment company | — | — | — | $783K | 0.2% | |
| C&S Real Estate Fund I Registered investment company | — | — | — | $618K | 0.2% | |
| PIMCO Real Return Inst Fund Registered investment company | — | — | — | $489K | 0.1% | |
| Cullen Emerging Markets High Dividend Fund Registered investment company | — | — | — | $452K | 0.1% | |
| Vanguard Mid Cap Value Index Fund Registered investment company | — | — | — | $216K | <0.1% | |
| Fidelity Govt Money Market Fund Registered investment company | — | — | — | $77K | <0.1% | |
| Fidelity Freedom 2070 K Registered investment company | — | — | — | $1K | <0.1% |
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