Casey Fordyce signed ION Intermediate Holdings, LLC C/O Cardinal Health, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ION Intermediate Holdings, LLC C/O Cardinal Health, Inc.'s EIN is 83-1904447.
Download the official 2024 Form 5500 (PDF) for ION Intermediate Holdings, LLC C/O Cardinal Health, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ION Intermediate Holdings, LLC C/O Cardinal Health, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $166K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $109K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| CLEVELAND, OH |
| INVESTMENT ADVISOR |
| $25K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2030 | Mutual Funds | — | — | $11.4M | 11.7% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $10.0M | 10.3% | |
| Fidelity Freedom Index 2045 | Mutual Funds | — | — | $9.3M | 9.5% | |
| Fidelity Freedom Index 2035 | Mutual Funds | — | — | $8.2M | 8.3% | |
| Fidelity Blue Chip Growth | Mutual Funds | — | — | $8.1M | 8.3% | |
| Multiple Financial Institutions Self-Directed Brokerage | Self-Directed Brokerage | — | — | $7.5M | 7.7% | |
| Fidelity Freedom Index 2040 | Mutual Funds | — | — | $6.4M | 6.6% | |
| Fidelity Freedom Index 2050 | Mutual Funds | — | — | $5.7M | 5.8% | |
| Fidelity Freedom Index 2020 | Mutual Funds | — | — | $4.2M | 4.3% | |
| Fidelity Freedom Index 2025 | Mutual Funds | — | — | $3.5M | 3.6% | |
| Fidelity Freedom Index 2055 | Mutual Funds | — | — | $3.0M | 3.0% | |
| Empower Annuity Insurance Group Annuity Contract | Common Stocks | — | — | $2.1M | 2.1% | |
| Fidelity Freedom Index 2015 | Mutual Funds | — | — | $1.7M | 1.8% | |
| Vanguard Mid Cap Index | Mutual Funds | — | — | $1.7M | 1.7% | |
| JPMorgan Equity Income | Other securities | — | — | $1.7M | 1.7% | |
| Charles Schwab & Co., Inc. Self-Directed Brokerage | Self-Directed Brokerage | — | — | $1.6M | 1.6% | |
| Fidelity Freedom Index 2060 | Mutual Funds | — | — | $1.5M | 1.5% | |
| MFS International Diversification | Mutual Funds | — | — | $1.4M | 1.4% | |
| Vanguard Total International Stock Index | Mutual Funds | — | — | $1.1M | 1.1% | |
| Vanguard Small Cap Index | Mutual Funds | — | — | $1.0M | 1.1% | |
| Vanguard Total Bond Market Index | Mutual Funds | — | — | $1.0M | 1.0% | |
| Great Gray Trust Company MetLife Group Annuity Contract | Common Stocks | — | — | $929K | 1.0% | |
| WT CIT III FOR METLIFE GAC 25554 J WILMINGTON METLIFE STABLE VALUE · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $929K | 1.0% | |
| TCW MetWest Total Return Bond | Other securities | — | — | $741K | 0.8% | |
| Fidelity Freedom Index 2065 | Mutual Funds | — | — | $688K | 0.7% | |
| Vanguard Real Estate Index | Mutual Funds | — | — | $584K | 0.6% | |
| Janus Henderson Enterprise | Mutual Funds | — | — | $566K | 0.6% | |
| Fidelity Freedom Index Income | Mutual Funds | — | — | $404K | 0.4% | |
| American Century Small Cap Value | Other securities | — | — | $371K | 0.4% | |
| Vanguard Emerging Markets Stock Index | Mutual Funds | — | — | $333K | 0.3% | |
| Virtus NFJ Mid-Cap Value | Other securities | — | — | $323K | 0.3% | |
| Allsping Small Company Growth | Common Stocks | — | — | $280K | 0.3% | |
| Fidelity Freedom Index 2010 | Mutual Funds | — | — | $93K | <0.1% | |
| Notes receivable from participants with interest rates ranging from 4.25%-6.50% - | Bonds / Notes | — | — | $24K | <0.1% |
