# Zimmer Biomet Apex Surgical, LLC 401(k) Plan
Source: https://planprovider.pro/companies/zimmer-biomet-apex-surgical-llc-401k-plan

> Zimmer Biomet Apex Surgical, LLC's 401(k) plan: 127 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Zimmer Biomet Apex Surgical, LLC

- **Sponsor EIN:** 454131428

- **Sponsor Address:** 300 KEN MAR INDUSTRIAL PARKWAY SUIT, BROADVIEW HEIGHTS, OH, 44147

- **Plan Type:** 401(k)

- **Total Participants:** 127

- **Total Assets:** $8.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|127|$8.7M|$0|$809,196|

| 2023|131|$7.5M|$0|$883,835|

| 2022|123|$5.9M|$0|$780,524|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| MELISSA G. CRITCHER, CPA|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MELISSA G. CRITCHER, CPA](https://planprovider.pro/provider/melissa-g-critcher-cpa-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$45,034|$32,525|—|—|—|

| 2023|$36,697|$26,105|—|—|—|

| 2022|$61,522|—|$61,522|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/zimmer-biomet-apex-surgical-llc-401k-plan)

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