Plan Snapshot
- Plan Sponsor: Ion Intermediate Holdings, LLC C/O Cardinal Health, INC.
- Sponsor EIN: 831904447
- Sponsor Address: 7000 CARDINAL PLACE, DUBLIN, OH, 43017
- Plan Type: 401(k)
- Total Participants: 1,014
- Total Assets: $97.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 1,014 | $97.7M | $3.5M | $5.7M |
| 2023 | 1,038 | $87.6M | $2.4M | $5.0M |
| 2022 | 555 | $49.8M | $1.4M | $2.8M |
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 |
|---|---|---|---|---|
| ARY ROEPCKE MULCHAEY, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ARY ROEPCKE MULCHAEY, P.C. — Auditor
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 | $301,355 | $134,684 | $26,100 | — | — |
| 2023 | $274,015 | $151,401 | — | — | — |
| 2022 | $359,957 | $319,877 | $39,780 | — | — |