Original filing (PDF)20250807091140NAL0002100947001

CAH Holdings, Inc.

Name: CAH Holdings, Inc. — CAH Holdings Inc. Section, Form 5500 (2024)
Creator: CAH Holdings, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

CAH Holdings Inc. Section 401(k) Profit Sharing Plan

401(k) retirement plan · CAH Holdings, Inc.'s CAH Holdings Inc. Section 401(k) Profit Sharing Plan held $58.3M in plan assets for 583 participants in 2024, with Newport Group as recordkeeper.

Active participants

583

Accounts w/ balance

605

Plan assets (EOY)

$58.3M

Net assets (EOY)

$58.3M

How this plan invests

This plan

20 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (20th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAH HOLDINGS, INC..

Plan sponsor

Name

CAH HOLDINGS, INC.

EIN

63-1157402all filings

Address

115 OFFICE PARK DRIVE · SUITE 200 · BIRMINGHAM, AL · 35223

Phone

(205) 874-1278

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-07

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NEWPORT GROUP, INC.	27-2037969	—	RECORDKEEPER	$43K	—

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
NEWPORT TRUST COMPANY	27-4411131	—	TRUSTEE	$7K	—

Investments

20 direct securities· $57.8M(99% of reported assets)

Mutual Funds

$38.8M

12 holdings

Other securities

$15.7M

5 holdings

Agency / Mortgage-Backed

$3.0M

1 holding

Participant loans

$331K

1 holding

Cash / Money Market

$1K

1 holding

					% of plan
Vanguard Large Cap Index Adm Vanguard 0	Mutual Funds	—	—	$12.5M	21.4%
T. Rowe Price All-Cap Opport I T. Rowe Price 0	Other securities	—	—	$5.3M	9.1%
Columbia Dividend Income I3 Columbia 0	Other securities	—	—	$4.5M	7.8%
Vanguard Total Bond Market Index Adm Vanguard 0	Mutual Funds	—	—	$4.2M	7.2%
Dodge & Cox International Stock Fund I Dodge & Cox 0	Mutual Funds	—	—	$4.1M	7.0%
Vanguard Developed Mkts Index Adm Vanguard 0	Mutual Funds	—	—	$4.0M	6.9%
Columbia Mid Cap Index Instl Columbia 0	Other securities	—	—	$3.9M	6.6%
Vanguard Short-Term Bond Index Adm Vanguard 0	Mutual Funds	—	—	$3.2M	5.5%
Vanguard GNMA Adm Vanguard 0	Agency / Mortgage-Backed	—	—	$3.0M	5.1%
Vanguard Small-Cap Index Adm Vanguard 0	Mutual Funds	—	—	$2.3M	4.0%
Vanguard Selected Value Inv Vanguard 0	Mutual Funds	—	—	$2.0M	3.4%
Vanguard Cash Reserves Federal MM Adm Vanguard 0	Mutual Funds	—	—	$1.9M	3.2%
PrimeCap Odyssey Aggressive Growth PrimeCap 0	Mutual Funds	—	—	$1.8M	3.1%
Cohen & Steers Instl Realty Shares Instl Cohen & Steers 0	Other securities	—	—	$1.7M	3.0%
Invesco Developing Markets R6 Invesco 0	Mutual Funds	—	—	$1.6M	2.7%
Janus Henderson Triton N Janus Henderson 0	Mutual Funds	—	—	$967K	1.7%
Various Rates and Maturities Participant's Loan Account 0	Participant loans	—	—	$331K	0.6%
Western Asset Core Bond IS Legg Mason 0	Other securities	—	—	$295K	0.5%
Dodge & Cox Global Bond Fund I Dodge & Cox 0	Mutual Funds	—	—	$271K	0.5%
Synthetic Cash Account Synthetic 0	Cash / Money Market	—	—	$1K	<0.1%