# Zimmer Biomet Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/zimmer-biomet-holdings-inc-401k-plan-002

> Zimmer Biomet Holdings, INC.'s 401(k) plan: 363 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 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [KRUGGEL LAWTON & COMPANY LLC](https://planprovider.pro/provider/kruggel-lawton-and-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|—|—|—|—|

## Similar Plans

- [Zimmer Biomet Holdings, INC.](https://planprovider.pro/companies/zimmer-biomet-holdings-inc-401k-plan-001) — 7,103 participants

- [Cook Group Incorporated](https://planprovider.pro/companies/cook-group-incorporated-401k-plan) — 8,546 participants

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