# Edwards Lifesciences (Puerto Rico) Corporation Retirement Savings Plan 401(k) Plan
Source: https://planprovider.pro/companies/edwards-lifesciences-technology-sar-sarl-401k-plan

> Edwards Lifesciences (Puerto Rico) Corporation Retirement Savings Plan's 401(k) plan: 30 participants, plan year 2024 financials, providers, and benchmarks f…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Edwards Lifesciences (Puerto Rico) Corporation Retirement Savings Plan

- **Sponsor EIN:** 660579279

- **Sponsor Address:** P.O. BOX 1577, ANASCO, PR, 00610

- **Plan Type:** 401(k)

- **Total Participants:** 30

- **Total Assets:** $31.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|30|$31.4M|$895,954|$1.8M|

| 2023|760|$44.9M|$1.4M|$2.3M|

| 2022|677|$40.3M|$1.2M|$2.0M|

## 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|

| VOYA INSTITUTIONAL PLAN SERVICES|RECORDKEEPER|$82,220|—|$82,220|

| VOYA RETIREMENT ADVISORS|CONTRACTUAL|$50,936|—|$50,936|

| MOSS ADAMS|AUDITOR|$30,850|—|$30,850|

| BDO USA, P.C.|Auditor|$30,850|—|$30,850|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [VOYA RETIREMENT ADVISORS](https://planprovider.pro/provider/voya-financial) — CONTRACTUAL

- [MOSS ADAMS](https://planprovider.pro/provider/milliman) — AUDITOR

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $194,856

- **Estimated Expense Ratio:** 0.621% of plan assets

### 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|$164,006|$50,936|$2,700|$30,850|—|

| 2023|$131,500|$48,875|$3,665|$38,024|—|

| 2022|$137,467|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/edwards-lifesciences-technology-sar-sarl-401k-plan)

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