Ion Intermediate Holdings, Llc 401(k) Plan
Sponsored by Ion Intermediate Holdings, Llc C/O Cardinal Health, Inc. · EIN 831904447 · Plan #001
- Total assets
- $97.7M
- Net assets
- $97.4M
- Active participants
- 1,014
- With balances
- 1,311
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
| Keystone Financial Planning, Inc CRD 104640 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees, Direct payment from the plan, Contract administrator | $166,317 |
| Onedigital Investment Advisors Llc | Investment advisory (plan), Direct payment from the plan | $108,594 |
| Keystone Financial Planning, Inc. | Investment advisory (plan), Direct payment from the plan | $25,340 |