# Cardinal Health, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cardinal-health-inc-401k-plan-062

> Cardinal Health, INC.'s 401(k) plan: 650 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cardinal Health, INC.

- **Sponsor EIN:** 310958666

- **Sponsor Address:** 7000 CARDINAL PLACE, DUBLIN, OH, 43017

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

- **Total Participants:** 650

- **Total Assets:** $51.9M

## 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|650|$51.9M|$1.2M|$2.2M|

| 2023|646|$46.1M|$1.2M|$2.2M|

| 2022|651|$36.8M|$1.1M|$2.1M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR / RECORDKEEPER|$29,270|—|$29,270|

| ARY ROEPCKE MULCHAEY, P.C.|ACCOUNTING|$10,155|—|$10,155|

| ERNST & YOUNG LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ARY ROEPCKE MULCHAEY, P.C.](https://planprovider.pro/provider/ary-roepcke-mulchaey-pc) — ACCOUNTING

- [ERNST & YOUNG LLP](https://planprovider.pro/provider/ernst-and-young-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $39,425

- **Estimated Expense Ratio:** 0.076% 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|$41,026|—|$7,840|—|—|

| 2023|$56,216|—|$6,887|—|—|

| 2022|$54,438|—|$37,673|—|$16,765|

## Similar Plans

- [Meridian Bioscience, INC.](https://planprovider.pro/companies/meridian-bioscience-inc-401k-plan) — 520 participants

- [Cardinal Health, INC.](https://planprovider.pro/companies/cardinal-health-inc-401k-plan-055) — 31,015 participants

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