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Original filing (PDF)20240202091852NAL0015129523001
ZIMMER BIOMET SPINE, INC.
Form 5500
FILING_RECEIVED
ZIMVIE INC. SAVINGS AND INVESTMENT 401(K) PROGRAM
401(k) retirement plan
Signals · 1
Late filing · 2.5 mo
Active participants
1,367
Accounts w/ balance
1,511
Plan assets (EOY)
$139.2M
Net assets (EOY)
$139.2M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Filed 2.5 months past the 10.5-month grace window.
- 15 bps in Schedule C fees — 50% above peer band of 10 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ZIMMER BIOMET SPINE, INC..
Plan sponsor
Name
ZIMMER BIOMET SPINE, INC.
DBA
ZIMVIE, INC.
EIN
26-1688290
Address
10225 WESTMOOR DRIVE · WESTMINSTER, CO · 80021
Phone
(303) 443-7500
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2024-02-02
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
KRUGGEL LAWTON & COMPANY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $99K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL ENGINES | 77-0473565 | — | ADVISOR | $79K | — |
| FIDUCIENT ADVISORS | 36-4001764 | — | INVESTMENT ADVISOR | $32K | — |
Investments
1 pooled fund· $6.5M(5% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | $6.5M | 4.6% |