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Original filing (PDF)20250627114543NAL0022667362001
EDWARDS LIFESCIENCES (PUERTO RICO) CORPORATION RETIREMENT SAVINGS PLAN
Form 5500
FILING_RECEIVED
EDWARDS LIFESCIENCES (PUERTO RICO) CORPORATION RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
30
Accounts w/ balance
426
Plan assets (EOY)
$31.4M
Net assets (EOY)
$31.4M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: EDWARDS LIFESCIENCES CORPORATION MASTER TRUST (share>100%, pinned)]" is 100% of plan.
- 52 bps in Schedule C fees — 80% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EDWARDS LIFESCIENCES (PUERTO RICO) CORPORATION RETIREMENT SAVINGS PLAN.
Plan sponsor
Name
EDWARDS LIFESCIENCES (PUERTO RICO) CORPORATION RETIREMENT SAVINGS PLAN
EIN
66-0579279
Address
P.O. BOX 1577 · ANASCO, PR · 00610
Phone
(878) 826-2200
Industry
Manufacturingsee all
Plan administrator
Name
EDWARDS LIFESCIENCES (PUERTO RICO) CORPORATION
EIN
36-4316614
City
IRVINE, CA
Phone
(800) 955-1237
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-27
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES | 04-3516284 | — | RECORDKEEPER | $82K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOSS ADAMS | 91-0189318 | — | AUDITOR | $31K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS | 22-1862786 | — | CONTRACTUAL | $51K | — |
Investments
1 pooled fund· $31.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| EDWARDS LIFESCIENCES CORP MASTER TR EDWARDS LIFESCIENCES CORP 401K SA · EIN 36-4316614 / PN 002 | Master Trust | — | — | $31.3M | 99.7% |