Employers › Cardinal Health › plan 062
Recordkeeping fees per participant · Cardinal Health 401(k) Savings Plan for Employees of Puerto Rico · plan year 2024
$29.24
Higher than 24% of the 5,847 plans $50 to 250M that report it.
= $21,430 / 733
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250730154920NAL0002058515001, received 2025-07-30
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250730154920NAL0002058515001, received 2025-07-30
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-07-30.
Administrative expenses excluding investment management, per participant
$55.97
Higher than 27% of the 8,758 plans $50 to 250M that report it.
= $41,026 / 733
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250730154920NAL0002058515001, received 2025-07-30
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250730154920NAL0002058515001, received 2025-07-30
Administrative expenses per participant
$55.97
Higher than 18% of the 9,042 plans $50 to 250M that report it.
= $41,026 / 733
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250730154920NAL0002058515001, received 2025-07-30
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250730154920NAL0002058515001, received 2025-07-30
Administrative expenses as a share of assets
0.079%
Higher than 30% of the 9,049 plans $50 to 250M that report it.
= $41,026 / $51,933,096
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250730154920NAL0002058515001, received 2025-07-30
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250730154920NAL0002058515001, received 2025-07-30
Employer contributions per participant
$1,632
Higher than 24% of the 9,105 plans $50 to 250M that report it.
= $1,196,376 / 733
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250730154920NAL0002058515001, received 2025-07-30
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250730154920NAL0002058515001, received 2025-07-30
Employer share of total contributions
35.0%
Higher than 67% of the 9,112 plans $50 to 250M that report it.
= $1,196,376 / $3,413,363
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250730154920NAL0002058515001, received 2025-07-30
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250730154920NAL0002058515001, received 2025-07-30
11.8% of this plan's assets are held in a master trust. Costs reported at the trust level and allocated by the plan's share: administrative expenses $14,523 ($75.78 per participant including the plan's own Schedule H). Benchmarks and percentiles use the plan's own Schedule H only.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2O ESOP-related feature · 2T default investment (QDIA) · 3C · 3F · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250730154920NAL0002058515001, received 2025-07-30
| Field | Value | Source |
|---|---|---|
| Plan sponsor | CARDINAL HEALTH, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250730154920NAL0002058515001, received 2025-07-30 |
| Plan name | CARDINAL HEALTH 401(K) SAVINGS PLAN FOR EMPLOYEES OF PUERTO RICO | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250730154920NAL0002058515001, received 2025-07-30 |
| Sponsor EIN / plan number | 31-0958666 / 062 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250730154920NAL0002058515001, received 2025-07-30 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250730154920NAL0002058515001, received 2025-07-30 |
| Sponsor location | DUBLIN, OH | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250730154920NAL0002058515001, received 2025-07-30 |
| Industry (business code) | 424210, Wholesale trade | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250730154920NAL0002058515001, received 2025-07-30 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250730154920NAL0002058515001, received 2025-07-30 |
| Filing received | 2025-07-30 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250730154920NAL0002058515001, received 2025-07-30 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250730154920NAL0002058515001, received 2025-07-30 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250730154920NAL0002058515001, received 2025-07-30 |
| Participants, beginning of year | 830 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250730154920NAL0002058515001, received 2025-07-30 |
| Active participants | 650 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250730154920NAL0002058515001, received 2025-07-30 |
| Participants, end of year | 821 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250730154920NAL0002058515001, received 2025-07-30 |
| Participants with an account balance | 733 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250730154920NAL0002058515001, received 2025-07-30 |
| Total assets, beginning of year | $46,123,389 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250730154920NAL0002058515001, received 2025-07-30 |
| Total assets, end of year | $51,933,096 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250730154920NAL0002058515001, received 2025-07-30 |
| Net assets, end of year | $51,933,096 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250730154920NAL0002058515001, received 2025-07-30 |
| Total income | $10,880,654 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250730154920NAL0002058515001, received 2025-07-30 |
| Net income | $5,863,983 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250730154920NAL0002058515001, received 2025-07-30 |
| Employer contributions | $1,196,376 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250730154920NAL0002058515001, received 2025-07-30 |
| Participant contributions | $2,215,957 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250730154920NAL0002058515001, received 2025-07-30 |
| Other contributions (incl. rollovers) | $1,030 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250730154920NAL0002058515001, received 2025-07-30 |
| Total contributions | $3,413,363 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250730154920NAL0002058515001, received 2025-07-30 |
| Benefit payments | $4,978,100 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250730154920NAL0002058515001, received 2025-07-30 |
| Total expenses (incl. benefit payments) | $5,016,671 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250730154920NAL0002058515001, received 2025-07-30 |
| Total administrative expenses | $41,026 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250730154920NAL0002058515001, received 2025-07-30 |
| Contract administrator fees | $7,840 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250730154920NAL0002058515001, received 2025-07-30 |
| Recordkeeping fees | $21,430 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250730154920NAL0002058515001, received 2025-07-30 |
| Administrative expenses excluding investment management | $41,026 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250730154920NAL0002058515001, received 2025-07-30 |
| Held in master trusts | $6,133,176 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250730154920NAL0002058515001, received 2025-07-30 |
| Held in common/collective trusts | $21,539,472 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250730154920NAL0002058515001, received 2025-07-30 |
| Held in mutual funds | $17,136,052 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250730154920NAL0002058515001, received 2025-07-30 |
| Independent auditor | ERNST & YOUNG LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250730154920NAL0002058515001, received 2025-07-30 |
Position = column in the DOL layout for form year 2024. Filing 20250730154920NAL0002058515001, received 2025-07-30.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANYrecordkeeper | RECORDKEEPER | 15 Recordkeeping and information management; 50 Direct payment from the plan; 64 Recordkeeping fees | $21,430 | yes |
| ARY ROEPCKE MULCHAEY, P.C. | ACCOUNTING | 10 Accounting (including auditing); 50 Direct payment from the plan | $10,155 | no |
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | 13 Contract administrator; 37 Participant loan processing; 50 Direct payment from the plan; 62 Float revenue; 65 Account maintenance fees | $7,840 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250730154920NAL0002058515001, received 2025-07-30.
CARDINAL HEALTH STABLE VALUE FUND (EIN 043793339, PN 002): plan interest $6,133,176, 1.7% of the trust. The trust's own filing (20250730155011NAL0004979505001, received 2025-07-30) reports net assets $357,875,146, administrative expenses $847,453, recordkeeping fees not reported, investment management fees $847,453 and 7 Schedule C providers.
| Provider (trust level) | Service codes | Paid by the trust | Allocated to this plan |
|---|---|---|---|
| GALLIARD CAPITAL MANAGEMENT, INC. | 28 51 | $318,068 | $5,451 |
| PRUDENTIAL INS. COMPANY OF AMERICA | 49 67 | $114,874 | $1,969 |
| AMERICAN GENERAL LIFE INSURANCE CO | 49 67 | $113,870 | $1,951 |
| PACIFIC LIFE | 49 67 | $106,188 | $1,820 |
| TRANSAMERICA PREMIER LIFE INSURANCE | 49 67 | $103,690 | $1,777 |
| ROYAL BANK OF CANADA | 49 67 | $90,763 | $1,555 |
| SEI TRUST COMPANY | 21 52 | $0 | $0 |
Schedule D Part I of the plan's filing; the trust's Schedule H and Schedule C. Allocation = the plan's interest divided by the trust's net assets.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $46,123,389 | $51,933,096 | 12.6% |
| Participants with a balance | 754 | 733 | -2.8% |
| Administrative expenses | $56,216 | $41,026 | -27.0% |
| Recordkeeping fees per participant | $24.94 | $29.24 | 17.2% |
| Employer contributions | $1,185,411 | $1,196,376 | 0.9% |
Prior filing 20240731080922NAL0014123683001, received 2024-07-31; the plan years are contiguous.