Zimvie Inc. Savings And Investment 401(k) Program
Sponsored by Zimvie Us Corp Llc. · EIN 990769465 · Plan #001
- Total assets
- $178M
- Net assets
- $178M
- Active participants
- 806
- With balances
- 1,177
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $94,659 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $90,234 |
| Fiducient Advisors | Investment advisory (plan) | $33,478 |
| Kruggel, Lawton & Company, Llc | Accounting | $28,000 |