Plan Ledger DOL Form 5500 · updated monthly

Zimvie US Corp LLC.401(k)

ZIMVIE INC. SAVINGS AND INVESTMENT 401(K) PROGRAM · PALM BEACH GARDENS, FL · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Zimvie US Corp LLC. reported $246,351 in plan administrative expenses for 2024: 0.14% of average plan assets, above the peer median. Employer contributions averaged $5,217 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 1 year on file its reported administrative ratio fell from 0.17% to 0.14%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 200th-largest of 3,644 plans among Florida employers on file, and the 1,261st of 13,661 in manufacturing. In 2024, employees put in $1.81 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$178,491,718
Participants with balances1,177
Active participants806
Employer contributions$4,205,196
Employee contributions$7,598,391
Employer contribution per active participant$5,217
Average account balance$151,650
Benefits paid to participants$29,206,552
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$178.5M · 1,177 accts · $4.2M emplr
2023$170.9M · 1,511 accts · $6.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$94,639
Investment management$123,712
Audit (IQPA)$28,000
Total administrative$246,351
The Zimvie US Corp LLC. 401(k) match · 2024
Employer contribution per active participant$5,217
Median for plans this size$3,635
2024$5,217 per active participant
2023$5,147 per active participant

Zimvie US Corp LLC.'s 2024 employer contribution ran above the $3,635 median for plans its size. 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 · 20244
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$94,659
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$90,234
FIDUCIENT ADVISORS · Investment advisory (plan)$33,478
KRUGGEL, LAWTON & COMPANY, LLC · Accounting / audit$28,000

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

Administrative cost history2
2024$246,351 · 0.14%
2023$265,845 · 0.17%
Same employer
Similar plansManufacturing · Florida
Helios Technologies, Inc. FL$181.4M · 0.16%
Saft America, Inc. FL$160.0M · 0.19%
Harrells, Inc. FL$140.3M · 0.00%
Pgt Industries, Inc. FL$140.0M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 990769465 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.