Plan Snapshot
- Plan Sponsor: Zimvie Us Corp LLC.
- Sponsor EIN: 990769465
- Sponsor Address: 4555 RIVERSIDE DRIVE, PALM BEACH GARDENS, FL, 33410
- Plan Type: 401(k)
- Total Participants: 806
- Total Assets: $178.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 806 | $178.5M | $4.2M | $7.6M |
| 2023 | 1,260 | $170.9M | $6.5M | $10.3M |
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 | $94,659 | — | $94,659 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $90,234 | — | $90,234 |
| FIDUCIENT ADVISORS | INVESTMENT ADVISOR | $33,478 | — | $33,478 |
| KRUGGEL, LAWTON & COMPANY, LLC | ACCOUNTANT/AUDITOR | $28,000 | — | $28,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- KRUGGEL, LAWTON & COMPANY, LLC — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $246,371
- Estimated Expense Ratio: 0.138% 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 | $246,351 | $123,712 | $1,200 | $28,000 | — |
| 2023 | $265,845 | $134,769 | $1,200 | $14,000 | — |