Cvs Health Puerto Rico Savings Plan
Sponsored by Cvs Health Corporation · EIN 050494040 · Plan #024
- Total assets
- $11.0M
- Net assets
- $11.0M
- Active participants
- 230
- With balances
- 190
Plan year beginning 01/01/2024 · Profit-sharing, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Vanguard Advisers, Inc. CRD 106715 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Vanguard Advisers Inc. | Investment advisory (participants) | $15,391 |
| The Vanguard Group, Inc. | Recordkeeping, Consulting (general), Participant loan processing | $8,502 |