Plan Snapshot
- Plan Sponsor: Zimmer Biomet Holdings, INC.
- Sponsor EIN: 134151777
- Sponsor Address: 56 EAST BELL DRIVE, WARSAW, IN, 465826989
- Plan Type: DB
- Total Participants: 284
- Total Assets: $386.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 284 | $386.0M | $0 | $0 |
| 2023 | 311 | $378.1M | $0 | $0 |
| 2022 | 346 | $345.7M | $0 | $0 |
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 |
|---|---|---|---|---|
| BUCK GLOBAL, LLC | NONE | $157,913 | — | $157,913 |
| FIDUCIENT ADVISORS LLC | NONE | $90,000 | — | $90,000 |
| WILLIS TOWERS WATSON US LLC | NONE | $42,024 | — | $42,024 |
| KRUGGEL LAWTON & CO., LLC | NONE | $17,000 | — | $17,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — NONE
- KRUGGEL LAWTON & CO., LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $306,937
- Estimated Expense Ratio: 0.080% 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 | $475,001 | $90,000 | — | $17,000 | — |
| 2023 | $405,422 | $90,000 | — | $16,750 | — |
| 2022 | $381,188 | — | — | — | $368,146 |