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401(k) Retirement Plan · Active

CVS HEALTH PUERTO RICO SAVINGS PLAN

CVS HEALTH CORPORATION·EIN 050494040
ONE CVS DRIVE · WOONSOCKET, RI 028956146
Plan year
2024
Plan #
024
Industry
Filing ACK
202510061114…
Prospect flagsNo flags tripped

Summary metrics

Total assets (EOY)
$11M
$57,677 per participant
Active participants
354
65.5% participation
Participation rate
65.5%
15th percentile
Annual return
12.54%
39th percentile
Admin expense
0.32%
% of assets
Flag timeline

Issue history by plan year

Tripped years: 0Watched years: 0
Section 02

How this plan compares

Peer groupIndustry44, Assets$10M-$50M, Participants100-249, Snapshot2024
  • Participant contribution
    $2,3736th pctile
  • Employer contribution
    $1,45847th pctile
  • Participation rate
    65.5%15th pctile
  • Assets per participant
    $57,67718th pctile
  • Expense efficiency
    $9976th pctile
  • Annual return
    12.54%39th pctile
Overall peer rank

Averaged across 6 normalized metrics within the selected peer group.

Fee trend
Return trend
Section 03

10-year trajectory2021 - 2024

How plan year 2024 played out
Asset flow
-$3.33M
Start of year to end of year
Section 04

Asset composition

End-of-year allocation
Cash drag vs peers
Section 04

Service providers

Top 2 by compensation
ProviderService typeCompensation
VANGUARD ADVISERS INC.
Service code 26
Advisory (Participants)
$15,391
THE VANGUARD GROUP, INC.
Service code 15
Recordkeeping
$8,502
Section 05

Plan features & details

Show features, contributions, expenses, fidelity bond & compliance
Pension benefit codes2E2G2T3C
Plan features
  • 2E
    Profit-sharing
    Profit-sharing plan.
  • 2G
    Total participant-directed account plan
    Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 2T
    Default investment account
    Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
  • 3C
    Plan not intended to be qualified
    A plan not intended to be qualified under Code sections 401 403 or 408.
Contributions
Employer total$335,351
Participant total$545,693
Employer / P$1,458
Participant / P$2,373
Expenses
Admin expenses$22,742
Per participant$98.88
% of assets0.21%
Fidelity bond
Coverage amount$10,000,000
% of assets91.25%
Section 06

Other plans under this sponsor

Same EIN ·050494040
Plan #017$30,087,909,242
CVS HEALTH FUTURE FUND 401(K) PLAN