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Original filing (PDF)20250804074915NAL0000615123001
ZIMMER BIOMET HOLDINGS, INC.
Form 5500
FILING_RECEIVED
ZIMMER BIOMET PUERTO RICO SAVINGS AND INVESTMENT 401(K) PROGRAM
401(k) retirement plan
Active participants
363
Accounts w/ balance
486
Plan assets (EOY)
$27.0M
Net assets (EOY)
$27.0M
How this plan invests
This plan
4 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
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
002
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
3J · U.S. plan covering Puerto Rico residents
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 | $53K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL ENGINES | 77-0473565 | — | ADVISOR | $35K | — |
Investments
24 direct securities · 4 pooled funds· $28.9M(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
$19.3M
24 holdings
Common Collective Trust
$9.6M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NT S&P 500 INDEX NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $4.4M | 16.2% | |
| FID GROWTH CO POOL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $3.3M | 12.1% | |
| Vanguard Mid-Cap Index Fund # | — | — | — | $2.2M | 8.1% | |
| Vanguard Target Retirement 2035 Fund # | — | — | — | $1.9M | 7.2% | |
| Fidelity Managed Income Portfolio II # | — | — | — | $1.9M | 7.1% | |
| Vanguard Target Retirement 2040 Fund # | — | — | — | $1.9M | 7.1% | |
| Fidelity International Index Fund # | — | — | — | $1.9M | 6.9% | |
| MIP II CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $1.8M | 6.7% | |
| Vanguard Target Retirement 2070 Fund # 417 * Fidelity U.S. Bond Index Fund # | — | — | — | $1.8M | 6.6% | |
| Vanguard Target Retirement 2045 Fund # | — | — | — | $1.5M | 5.5% | |
| Vanguard Target Retirement 2030 Fund # | — | — | — | $1.4M | 5.1% | |
| Vanguard Target Retirement 2055 Fund # | — | — | — | $691K | 2.6% | |
| Vanguard Target Retirement 2020 Fund # | — | — | — | $627K | 2.3% | |
| Vanguard Target Retirement 2050 Fund # | — | — | — | $514K | 1.9% | |
| Participant Loans Interest rates at 4.25%-9.50% 0 | — | — | — | $507K | 1.9% | |
| Vanguard Target Retirement 2025 Fund # | — | — | — | $479K | 1.8% | |
| Dodge & Cox Stock Fund # | — | — | — | $382K | 1.4% | |
| Fidelity Inflation Protected Bond Index # | — | — | — | $314K | 1.2% | |
| American Funds EuroPacific Growth Fund # | — | — | — | $314K | 1.2% | |
| Vanguard Target Retirement Income Fund # | — | — | — | $295K | 1.1% | |
| Fidelity Money Market Government Portfolio # | — | — | — | $213K | 0.8% | |
| Fidelity Small Cap Index # | — | — | — | $144K | 0.5% | |
| Aberdeen Emerging Markets Fund # | — | — | — | $142K | 0.5% | |
| CB SMALL CAP GROWTH GREAT GRAY TRUST COMPANY · EIN 38-4065336 / PN 434 | Common Collective Trust | — | — | $131K | 0.5% | |
| Dodge & Cox Income Fund # | — | — | — | $116K | 0.4% | |
| Wells Fargo Special Small Cap Value Fund # | — | — | — | $79K | 0.3% | |
| Vanguard Target Retirement 2060 Fund # | — | — | — | $20K | <0.1% | |
| Vanguard Target Retirement 2065 Fund # | — | — | — | $6K | <0.1% |