How big is Agati, Inc.'s plan?

Agati, Inc.'s plan reported $1.5M in assets and 19 participants for 2024.

Original filing (PDF)20250505081829NAL0017310050001

Agati, Inc.

Name: Agati, Inc. — Agati, Inc. 401(k) Savings Plan, Form 5500 (2024)
Creator: Agati, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Agati, Inc. 401(k) Savings Plan

401(k) retirement plan · Agati, Inc.'s Agati, Inc. 401(k) Savings Plan held $1.5M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Joe S. Agati Jr. signed Agati, Inc.'s 2024 Form 5500 as plan administrator.

Joe S. Agati Jr. — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Agati, Inc.'s EIN is 36-3529331.

EIN 36-3529331

Plan number 001

Plan year 2024

ACK ID 20250505081829NAL0017310050001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Agati, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Agati, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

AGATI, INC.

EIN

all filings

Address

451 N. CLAREMONT · CHICAGO, IL · 60612

Phone

(312) 829-1977

Industry

Manufacturing

Plan administrator