Original filing (PDF)20250807122302NAL0002168035001

TODD W. YOUNG & ASSOCIATES, INC DBA ZIMMER BIOMET SOUTHWEST OHIO

Name: TODD W. YOUNG & ASSOCIATES, INC DBA ZIMMER BIOMET SOUTHWEST OHIO — TODD W. YOUNG & ASSOCIATES, INC 401(K) PLAN, Form 5500 (2024)
Creator: TODD W. YOUNG & ASSOCIATES, INC DBA ZIMMER BIOMET SOUTHWEST OHIO

Form 5500-SF

FILING_RECEIVED

TODD W. YOUNG & ASSOCIATES, INC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

112

Plan assets (EOY)

$15.1M

Net assets (EOY)

$15.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TODD W. YOUNG & ASSOCIATES, INC DBA ZIMMER BIOMET SOUTHWEST OHIO.

Plan sponsor

Name

TODD W. YOUNG & ASSOCIATES, INC DBA ZIMMER BIOMET SOUTHWEST OHIO

EIN

47-5068498

Address

121 WEST MARKET ST · SUITE B · WARSAW, IN · 46580

Phone

(888) 269-7006

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

2025-08-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

Service providers (Schedule C)

Small plans don't disclose service providers

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