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: 363
- Total Assets: $27.0M
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 | 363 | $27.0M | $663,438 | $1.2M |
| 2023 | 384 | $25.2M | $809,604 | $1.3M |
| 2022 | 340 | $21.1M | $666,402 | $1.2M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $52,886 | — | $52,886 |
| FINANCIAL ENGINES | ADVISOR | $35,218 | — | $35,218 |
| 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: $88,104
- Estimated Expense Ratio: 0.326% 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 | $88,104 | $35,218 | — | — | — |
| 2023 | $61,604 | $30,702 | — | — | — |
| 2022 | $62,637 | — | — | — | — |