Plan Ledger DOL Form 5500 · updated monthly

Zimmer Biomet Apex Surgical, LLC401(k)

ZIMMER BIOMET APEX SURGICAL 401(K) PLAN · BROADVIEW HEIGHTS, OH · plan year 2024

Reported admin expense ratio · 2024
0.56%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Zimmer Biomet Apex Surgical, LLC reported $45,034 in plan administrative expenses for 2024: 0.56% of average plan assets, above the peer median. Employer contributions averaged $0 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.93% to 0.56%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Ohio (2,131st of 3,295), and 3,117th of 4,246 in wholesale trade.

Plan summary
Net assets, end of year$8,614,086
Participants with balances147
Active participants127
Employer contributions$0
Employee contributions$809,196
Employer contribution per active participant$0
Average account balance$58,599
Benefits paid to participants$692,614
Plan auditUnmodified (clean) audit opinion
AuditorMELISSA G. CRITCHER, CPA
Plan history3
Yearassets · accounts · employer contribution
2024$8.6M · 147 accts
2023$7.5M · 142 accts
2022$5.8M · 132 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,509
Investment management$32,525
Total administrative$45,034
The Zimmer Biomet Apex Surgical, LLC 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Zimmer Biomet Apex Surgical, LLC's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
CARNEGIE CAPITAL ASSET MANAGEMENT L · Investment advisory (plan)$32,525

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$45,034 · 0.56%
2023$36,697 · 0.55%
2022$61,522 · 0.93%
Same employer
Similar plansWholesale Trade · Ohio
Capital Tire, Inc. OH$9.2M · 0.75%
Summitville Tiles, Inc OH$9.2M · 0.73%
Caruso, Inc. OH$8.7M · 0.06%
Tarrier Foods Corporation OH$8.2M · 0.62%
K & M International, Inc. OH$8.2M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 454131428 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.