Employers › Zimmer Biomet Holdings › plan 001
Recordkeeping fees per participant · Zimmer Biomet Holdings, Inc. Savings and Investment 401(k) Program · plan year 2024
$37.11
Higher than 57% of the 790 plans over $1B that report it.
= $366,661 / 9,881
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250804074757NAL0000998736001, received 2025-08-04
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250804074757NAL0000998736001, received 2025-08-04
Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-08-04.
Administrative expenses excluding investment management, per participant
$37.65
Higher than 36% of the 1,045 plans over $1B that report it.
= $372,061 / 9,881
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250804074757NAL0000998736001, received 2025-08-04
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250804074757NAL0000998736001, received 2025-08-04
Administrative expenses per participant
$101.82
Higher than 72% of the 1,076 plans over $1B that report it.
= $1,006,120 / 9,881
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250804074757NAL0000998736001, received 2025-08-04
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250804074757NAL0000998736001, received 2025-08-04
Administrative expenses as a share of assets
0.068%
Higher than 71% of the 1,076 plans over $1B that report it.
= $1,006,120 / $1,480,190,524
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250804074757NAL0000998736001, received 2025-08-04
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250804074757NAL0000998736001, received 2025-08-04
Employer contributions per participant
$3,562
Higher than 47% of the 1,135 plans over $1B that report it.
= $35,198,567 / 9,881
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250804074757NAL0000998736001, received 2025-08-04
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250804074757NAL0000998736001, received 2025-08-04
Employer share of total contributions
34.1%
Higher than 53% of the 1,135 plans over $1B that report it.
= $35,198,567 / $103,088,482
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250804074757NAL0000998736001, received 2025-08-04
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250804074757NAL0000998736001, received 2025-08-04
98.6% of this plan's assets are held in a master trust. Costs reported at the trust level and allocated by the plan's share: administrative expenses $0 ($101.82 per participant including the plan's own Schedule H). Benchmarks and percentiles use the plan's own Schedule H only.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3F · 3H controlled-group sponsor · 2R participant brokerage window · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250804074757NAL0000998736001, received 2025-08-04
| Field | Value | Source |
|---|---|---|
| Plan sponsor | ZIMMER BIOMET HOLDINGS, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250804074757NAL0000998736001, received 2025-08-04 |
| Plan name | ZIMMER BIOMET HOLDINGS, INC. SAVINGS AND INVESTMENT 401(K) PROGRAM | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250804074757NAL0000998736001, received 2025-08-04 |
| Sponsor EIN / plan number | 13-4151777 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250804074757NAL0000998736001, received 2025-08-04 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250804074757NAL0000998736001, received 2025-08-04 |
| Sponsor location | WARSAW, IN | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250804074757NAL0000998736001, received 2025-08-04 |
| Industry (business code) | 339110, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250804074757NAL0000998736001, received 2025-08-04 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250804074757NAL0000998736001, received 2025-08-04 |
| Filing received | 2025-08-04 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250804074757NAL0000998736001, received 2025-08-04 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250804074757NAL0000998736001, received 2025-08-04 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250804074757NAL0000998736001, received 2025-08-04 |
| Participants, beginning of year | 10,982 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250804074757NAL0000998736001, received 2025-08-04 |
| Active participants | 7,103 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250804074757NAL0000998736001, received 2025-08-04 |
| Participants, end of year | 10,093 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250804074757NAL0000998736001, received 2025-08-04 |
| Participants with an account balance | 9,881 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250804074757NAL0000998736001, received 2025-08-04 |
| Total assets, beginning of year | $1,337,182,554 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250804074757NAL0000998736001, received 2025-08-04 |
| Total assets, end of year | $1,480,190,524 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250804074757NAL0000998736001, received 2025-08-04 |
| Net assets, end of year | $1,480,190,524 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250804074757NAL0000998736001, received 2025-08-04 |
| Total income | $302,355,850 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250804074757NAL0000998736001, received 2025-08-04 |
| Net income | $143,007,970 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250804074757NAL0000998736001, received 2025-08-04 |
| Employer contributions | $35,198,567 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250804074757NAL0000998736001, received 2025-08-04 |
| Participant contributions | $62,356,322 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250804074757NAL0000998736001, received 2025-08-04 |
| Other contributions (incl. rollovers) | $5,533,593 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250804074757NAL0000998736001, received 2025-08-04 |
| Total contributions | $103,088,482 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250804074757NAL0000998736001, received 2025-08-04 |
| Benefit payments | $158,027,589 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250804074757NAL0000998736001, received 2025-08-04 |
| Total expenses (incl. benefit payments) | $159,347,880 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250804074757NAL0000998736001, received 2025-08-04 |
| Total administrative expenses | $1,006,120 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250804074757NAL0000998736001, received 2025-08-04 |
| Contract administrator fees | $5,400 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250804074757NAL0000998736001, received 2025-08-04 |
| Recordkeeping fees | $366,661 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250804074757NAL0000998736001, received 2025-08-04 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250804074757NAL0000998736001, received 2025-08-04 |
| Investment advisory and management fees | $634,059 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250804074757NAL0000998736001, received 2025-08-04 |
| Administrative expenses excluding investment management | $372,061 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250804074757NAL0000998736001, received 2025-08-04 |
| Held in master trusts | $1,459,200,056 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250804074757NAL0000998736001, received 2025-08-04 |
| Held in common/collective trusts | $0 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250804074757NAL0000998736001, received 2025-08-04 |
| Held in mutual funds | $0 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250804074757NAL0000998736001, received 2025-08-04 |
| Independent auditor | KRUGGEL LAWTON & COMPANY, LLC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250804074757NAL0000998736001, received 2025-08-04 |
Position = column in the DOL layout for form year 2024. Filing 20250804074757NAL0000998736001, received 2025-08-04.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FINANCIAL ENGINES | ADVISOR | 27 Investment advisory (plan) | $634,059 | no |
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 64 Recordkeeping fees; 65 Account maintenance fees; 71 Securities brokerage commissions and fees; 99 Other fees | $374,325 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250804074757NAL0000998736001, received 2025-08-04.
ZIMMER BIOMET HOLDINGS MASTER TRUST (EIN 046947827, PN 001): plan interest $1,459,200,056, 100.0% of the trust. The trust's own filing (20250804073539NAL0000982288001, received 2025-08-04) reports net assets $1,459,200,056, administrative expenses $0, recordkeeping fees $0, investment management fees $0 and 1 Schedule C providers.
| Provider (trust level) | Service codes | Paid by the trust | Allocated to this plan |
|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | 60 99 | $0 | $0 |
Schedule D Part I of the plan's filing; the trust's Schedule H and Schedule C. Allocation = the plan's interest divided by the trust's net assets.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $1,337,182,554 | $1,480,190,524 | 10.7% |
| Participants with a balance | 10,732 | 9,881 | -7.9% |
| Administrative expenses | $979,604 | $1,006,120 | 2.7% |
| Recordkeeping fees per participant | $37.65 | $37.11 | -1.5% |
| Employer contributions | $36,977,524 | $35,198,567 | -4.8% |
Prior filing 20240731112418NAL0012633411001, received 2024-07-31; the plan years are contiguous.