AUMdb

Zimmer Biomet Puerto Rico Savings And Investment 401(k) Program

Sponsored by Zimmer Biomet Holdings, Inc. · EIN 134151777 · Plan #002

Total assets
$27.0M
Net assets
$27.0M
Active participants
363
With balances
486

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
Financial Avengers, Inc. CRD 119636 fuzzy_auto · 94% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $52,886
Financial Engines Investment advisory (plan) $35,218