Plan Snapshot
- Plan Sponsor: Cardinal Health, INC.
- Sponsor EIN: 043793339
- Sponsor Address: 7000 CARDINAL PLACE, DUBLIN, OH, 43017
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 0
- Total Assets: $359.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 0 | $359.6M | $0 | $0 |
| 2024 | 0 | $358.2M | $0 | $0 |
| 2023 | 0 | $381.3M | $0 | $0 |
| 2022 | 0 | $412.7M | $0 | $0 |
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 |
|---|---|---|---|---|
| GALLIARD CAPITAL MANAGEMENT, INC. | Other Service Provider | $316,477 | — | $316,477 |
| PRUDENTIAL INS. COMPANY OF AMERICA | Other Service Provider | $112,917 | — | $112,917 |
| AMERICAN GENERAL LIFE INSURANCE CO | Other Service Provider | $111,931 | — | $111,931 |
| PACIFIC LIFE | Other Service Provider | $102,799 | — | $102,799 |
| TRANSAMERICA PREMIER LIFE INSURANCE | Other Service Provider | $101,920 | — | $101,920 |
| ROYAL BANK OF CANADA | Other Service Provider | $90,433 | — | $90,433 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $836,477
- Estimated Expense Ratio: 0.233% 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 |
|---|---|---|---|---|---|
| 2025 | $836,477 | $836,477 | — | — | — |
| 2024 | $847,453 | $847,453 | — | — | — |
| 2023 | $901,532 | $901,532 | — | — | — |
| 2022 | $948,193 | $948,193 | — | — | — |