Zimvie Inc. Puerto Rico Savings And Investment 401(k) Program
Sponsored by Zimvie Inc. · EIN 872007795 · Plan #002
- Total assets
- —
- Net assets
- —
- Active participants
- 0
- With balances
- 24
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 |
|---|---|---|
| Wealthspire Institutional, Llc CRD 106720 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fid Inv Inst Ops Co | Recordkeeping, Participant loan processing, Direct payment from the plan | $3,619 |
| Banco Popular De Puerto Rico | Recordkeeping, Direct payment from the plan | $3,380 |
| Fiducient Advisors Llc | Investment advisory (plan), Direct payment from the plan | $225 |
| Strategic Advisors | Investment advisory (plan), Direct payment from the plan | $184 |