AUMdb

Zimmer Biomet Apex Surgical 401(k) Plan

Sponsored by Zimmer Biomet Apex Surgical, Llc · EIN 454131428 · Plan #001

Total assets
$8.7M
Net assets
$8.6M
Active participants
127
With balances
147

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
Carnegie Capital Asset Management, Llc CRD 150488 fuzzy_auto · 100% 2024

Service providers

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

Provider Services Direct comp
Carnegie Capital Asset Management L Investment advisory (plan) $32,525
Empower Annuity Insurance Company O Recordkeeping fees $12,509