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401k, 403b plan

Cardinal Health 401(K) Savings Plan

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Plan was created by ron-damico on 3/2/2015.
Number of Followers: 49


COMMENTS plan comments help
comment plan Magnobis 5/6/2018 10:31:07 PM
Cardinal health

comment plan brian 8/7/2019 11:20:31 PM
Plan has been updated based on company's 11K filing as of June 2019. Missing JPMorgan SmartRetirement 2060 Fund. Most other funds are correct, except for possible share class.

comment plan brian 6/21/2021 11:57:53 AM
Plan is close to complete based on company's 2019 form 5500 filing. Missing JPMorgan Commercial Real Estate Fund.

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TRANSACTIONS investment options help
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NameTickerActionDate 
Short Term Investment Fundwas added by brian10/29/2020Remove
Short Term Investment Fundwas removed by brian10/29/2020
Short Term Investment Fundwas removed by brian10/29/2020Remove
JPMorgan SmartRetirement 2055 Fund Class Institutional SharesJFFIXwas added by brian8/7/2019Remove
JPMorgan SmartRetirement 2050 Fund Class Institutional SharesJTSIXwas added by brian8/7/2019Remove
JPMorgan SmartRetirement 2045 Fund Class Institutional SharesJSAIXwas added by brian8/7/2019Remove
JPMorgan SmartRetirement 2040 Fund Class Institutional SharesSMTIXwas added by brian8/7/2019Remove
JPMorgan SmartRetirement 2035 Fund Class Institutional SharesSRJIXwas added by brian8/7/2019Remove
JPMorgan SmartRetirement 2030 Fund Class Institutional SharesJSMIXwas added by brian8/7/2019Remove
JPMorgan SmartRetirement 2025 Fund Class Institutional SharesJNSIXwas added by brian8/7/2019Remove
JPMorgan SmartRetirement 2020 Fund Class Institutional SharesJTTIXwas added by brian8/7/2019Remove
JPMorgan SmartRetirement Income Fund Class Institutional SharesJSIIXwas added by brian8/7/2019Remove
Short Term Investment Fundwas added by brian8/7/2019
Wellington Emerging Markets Debtwas added by brian8/7/2019Remove
Loomis Sayles High Income Opportunities Fund Institutional ClassLSIOXwas added by brian8/7/2019Remove
Blackrock Global Invs US TIPs Fundwas added by brian8/7/2019Remove
BlackRock Global Allocation Fund, Inc. Institutional SharesMALOXwas added by brian8/7/2019Remove
Fidelity Small Cap IndexFSSNXwas added by brian8/7/2019Remove
Vanguard Extended Market Index Fund Institutional SharesVIEIXwas added by brian8/7/2019Remove
PIMCO All Asset Fund Institutional ClassPAAIXwas added by brian8/7/2019Remove
Vanguard Total Bond Market Index Fund Institutional SharesVBTIXwas added by brian8/7/2019Remove
Vanguard Total Bond Market Index Fund Admiral SharesVBTLXwas removed by brian8/7/2019
Fidelity Diversified International Fund Class KFDIKXwas added by brian8/7/2019Remove
Fidelity Diversified International FundFDIVXwas removed by brian8/7/2019
Fidelity Diversified International FundFDIVXwas added by brian8/7/2019
Fidelity Diversified International FundFDIVXwas removed by brian8/7/2019
Fidelity Growth CompanyFDGRXwas removed by brian8/7/2019
Fidelity Growth Company Fund Class KFGCKXwas added by brian8/7/2019Remove
CRM Mid Cap Value Fund Class InstitutionalCRIMXwas removed by brian8/7/2019
Vanguard Total International Stock Index Fund Institutional SharesVTSNXwas removed by pzsxjyas2/27/2018
Vanguard Total International Stock Index Fund Institutional Plus SharesVTPSXwas added by pzsxjyas2/27/2018Remove
Columbia Acorn USA Class ZAUSAXwas removed by pzsxjyas2/3/2018
Vanguard Total International Stock Index Fund Institutional SharesVTSNXwas added by pzsxjyas2/3/2018
Cardinal Health IncCAHwas added by ron-damico3/2/2015Remove
Vanguard Total Bond Market Index Fund Admiral SharesVBTLXwas added by ron-damico3/2/2015
Vanguard Total Stock Market Index Fund Institutional SharesVITSXwas added by ron-damico3/2/2015Remove
PIMCO Total Return Fund Institutional ClassPTTRXwas added by ron-damico3/2/2015Remove
Fidelity Diversified International FundFDIVXwas added by ron-damico3/2/2015
Columbia Acorn USA Class ZAUSAXwas added by ron-damico3/2/2015
CRM Mid Cap Value Fund Class InstitutionalCRIMXwas added by ron-damico3/2/2015
Fidelity Growth CompanyFDGRXwas added by ron-damico3/2/2015
Vanguard Institutional Index Fund Institutional Plus SharesVIIIXwas added by ron-damico3/2/2015Remove
Dodge & Cox Stock FundDODGXwas added by ron-damico3/2/2015Remove
Short Term Investment Fundwas added by ron-damico3/2/2015Remove
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