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401(k) Retirement Plan · Active

CVS HEALTH FUTURE FUND 401(K) PLAN

CVS HEALTH CORPORATION·EIN 050494040
ONE CVS DRIVE · WOONSOCKET, RI 028956146
Plan year
2024
Plan #
017
Industry
Filing ACK
202510061411…
Prospect flagsCorrective distributions

Summary metrics

Total assets (EOY)
$30087.9M
$130,456 per participant
Active participants
385,927
82.7% participation
Participation rate
82.7%
48th percentile
Annual return
12.24%
28th percentile
Admin expense
0.18%
% of assets
Flag timeline

Issue history by plan year

Tripped years: 2Watched years: 0
Section 02

How this plan compares

Peer groupIndustry44, Assets>$1B, Participants>=10,000, Snapshot2024
  • Participant contribution
    $3,51762nd pctile
  • Employer contribution
    $1,77876th pctile
  • Participation rate
    82.7%48th pctile
  • Assets per participant
    $130,45674th pctile
  • Expense efficiency
    $14018th pctile
  • Annual return
    12.24%28th 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
+$2.50B
Start of year to end of year
Section 04

Asset composition

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

Service providers

Top 10 of 19 by compensation
ProviderService typeCompensation
VANGUARD ADVISERS INC.
Service code 26
Advisory (Participants)
$15,954,978
THE VANGUARD GROUP, INC.
Service code 15
Recordkeeping
$5,431,119
MFS INSTITUTIONAL ADVISORS, INC.
Service code 28
Investment Management
$3,108,605
COLUMBIA MANAGEMENT INVESTMENT ADVI
Service code 28
Investment Management
$2,750,323
T. ROWE PRICE
Service code 28
Investment Management
$2,686,542
WELLINGTON MANAGEMENT
Service code 28
Investment Management
$2,481,639
BARROW HANLEY GLOBAL INVESTORS
Service code 28
Investment Management
$1,978,364
THE BANK OF NEW YORK MELLON
Service code 21
Bank Trustee
$1,526,366
LOOMIS, SAYLES & COMPANY, L.P.
Service code 28
Investment Management
$1,405,760
SNYDER CAPITAL MANAGEMENT, L.P.
Service code 28
Investment Management
$1,209,270
Section 05

Plan features & details

Show features, contributions, expenses, fidelity bond & compliance
Pension benefit codes2E2F2G2I2J2K2O2T
Plan features
  • 2E
    Profit-sharing
    Profit-sharing plan.
  • 2F
    ERISA section 404(c) plan
    This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
  • 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.
  • 2I
    Stock bonus
    Stock bonus plan.
  • 2J
    Code section 401(k) feature
    Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
  • 2K
    Code section 401(m) arrangement
    Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
  • 2O
    ESOP other than a leveraged ESOP
    Employee stock ownership plan that is not leveraged.
  • 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.
Contributions
Employer total$558,308,804
Participant total$1,104,297,150
Employer / P$1,778
Participant / P$3,517
Expenses
Admin expenses$43,865,252
Per participant$139.71
% of assets0.15%
Fidelity bond
Coverage amount$10,000,000
% of assets0.03%Below ERISA §412 10% minimum
Section 06

Other plans under this sponsor

Same EIN ·050494040
Plan #024$10,958,641
CVS HEALTH PUERTO RICO SAVINGS PLAN