Plan Snapshot
- Plan Sponsor: Zimmer Biomet Holdings, INC.
- Sponsor EIN: 134151777
- Sponsor Address: 345 E MAIN, WARSAW, IN, 46580
- Plan Type: 401(k)
- Total Participants: 7,103
- Total Assets: $1.5B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 7,103 | $1.5B | $35.2M | $62.4M |
| 2023 | 7,882 | $1.3B | $37.0M | $63.0M |
| 2022 | 7,493 | $1.1B | $32.7M | $56.6M |
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 |
|---|---|---|---|---|
| FINANCIAL ENGINES | ADVISOR | $634,059 | — | $634,059 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $374,325 | — | $374,325 |
| KRUGGEL LAWTON & COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- KRUGGEL LAWTON & COMPANY, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,008,384
- Estimated Expense Ratio: 0.068% of plan assets
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 | $1,006,120 | $634,059 | $5,400 | — | — |
| 2023 | $979,604 | $566,503 | $9,000 | — | — |
| 2022 | $1,039,108 | — | — | — | — |