Plan Snapshot
- Plan Sponsor: Cvs Health Corporation
- Sponsor EIN: 050494040
- Sponsor Address: ONE CVS DRIVE, WOONSOCKET, RI, 028956146
- Plan Type: DC
- Total Participants: 230
- Total Assets: $11.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 230 | $11.0M | $335,351 | $545,693 |
| 2023 | 694 | $14.3M | $874,568 | $1.3M |
| 2022 | 713 | $11.7M | $858,497 | $1.3M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| MOSS ADAMS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MOSS ADAMS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $22,742 | — | — | — | — |
| 2023 | $30,255 | $15,447 | — | — | — |
| 2022 | $27,290 | — | — | — | — |