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Original filing (PDF)20250804074757NAL0000998736001
ZIMMER BIOMET HOLDINGS, INC.
Form 5500
FILING_RECEIVED
ZIMMER BIOMET HOLDINGS, INC. SAVINGS AND INVESTMENT 401(K) PROGRAM
401(k) retirement plan
Signals · 1
99% in single holding
Active participants
7,103
Accounts w/ balance
9,881
Plan assets (EOY)
$1.5B
Net assets (EOY)
$1.5B
How this plan invests
This plan
1 pooled trust
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Various (includes Registered Investment Companies, Self Directed Interest Held in Master Trust" is 99% of plan.
- 7 bps in Schedule C fees — modestly above peer band of 5 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ZIMMER BIOMET HOLDINGS, INC..
Plan sponsor
Name
ZIMMER BIOMET HOLDINGS, INC.
EIN
13-4151777
Address
345 E MAIN · WARSAW, IN · 46580
Phone
(574) 372-4657
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-04
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
KRUGGEL LAWTON & COMPANY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $374K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL ENGINES | 77-0473565 | — | ADVISOR | $634K | — |
Investments
2 direct securities · 1 pooled fund· $2.9B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$1.5B
2 holdings
Master Trust
$1.5B
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Various (includes Registered Investment Companies, Self Directed Interest Held in Master Trust | — | — | — | $1.5B | 98.7% | |
| ZIMMER BIOMET HOLDINGS MASTER TRUST ZIMMER BIOMET HOLDINGS, INC. · EIN 04-6947827 / PN 001 | Master Trust | — | — | $1.5B | 98.6% | |
| Participant Loans Interest rates at 4.25%-9.50% 0 | — | — | — | $21.0M | 1.4% |