# Zimmer Biomet Holdings, INC. DB Plan
Source: https://planprovider.pro/companies/zimmer-biomet-holdings-inc-plan-003-1777

> Zimmer Biomet Holdings, INC.'s DB plan: 284 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:** 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](https://planprovider.pro/provider/lincoln-financial-group) — NONE

- [KRUGGEL LAWTON & CO., LLC](https://planprovider.pro/provider/kruggel-lawton-and-company-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|

## Similar Plans

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

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/zimmer-biomet-holdings-inc-plan-003-1777)

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