Plan Snapshot
- Plan Sponsor: Cah Holdings, INC.
- Sponsor EIN: 631157402
- Sponsor Address: 115 OFFICE PARK DRIVE, BIRMINGHAM, AL, 35223
- Plan Type: 401(k)
- Total Participants: 583
- Total Assets: $58.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 583 | $58.3M | $2.7M | $7.2M |
| 2023 | 491 | $41.9M | $2.2M | $5.8M |
| 2022 | 395 | $28.2M | $1.6M | $4.3M |
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 |
|---|---|---|---|---|
| COKER AND COMPANY | Auditor | — | — | $0 |
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 | $51,054 | — | $51,054 | — | — |
| 2023 | $33,677 | — | $250 | — | — |
| 2022 | $113,932 | $71,359 | $42,573 | — | — |