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Original filing (PDF)20251013112826NAL0001123425001
ZIMVIE INC.
Form 5500
FILING_RECEIVED
ZIMVIE INC. PUERTO RICO SAVINGS AND INVESTMENT 401(K) PROGRAM
401(k) retirement plan
Active participants
0
Accounts w/ balance
24
Plan assets (EOY)
—
Net assets (EOY)
—
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)
89
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ZIMVIE INC..
Plan sponsor
Name
ZIMVIE INC.
DBA
ZIMVIE US CORP LLC
EIN
87-2007795
Address
4555 RIVERSIDE DRIVE · PALM BEACH GARDENS, FL · 33410
Phone
(800) 342-5454
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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3C · Not intended to be qualified
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | RECORDKEEPER | $4K | — |
| BANCO POPULAR DE PUERTO RICO | 66-0561870 | — | RECORDKEEPER | $3K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | ADVISOR | $225 | — |
| STRATEGIC ADVISORS | 04-2654524 | — | ADVISOR | $184 | — |
Investments
1 pooled fund· $10K
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 |
|---|---|---|---|
| MANAGED INCOME PORTFOLIO CL2 FID MGMT TRUST CO · EIN 04-3022712 / PN 024 | Common Collective Trust | $10K | 100.0% |