# Zimvie Us Corp LLC. 401(k) Plan
Source: https://planprovider.pro/companies/zimvie-us-corp-llc-401k-plan-001

> Zimvie Us Corp LLC.'s 401(k) plan: 806 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

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

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/zimvie-us-corp-llc-401k-plan-001)

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