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Original filing (PDF)20251014085419NAL0001140835001
AKUMIN INC.
Form 5500
FILING_RECEIVED
AKUMIN 401(K) PLAN
401(k) retirement plan
Signals · 2
1 failed disclosure8 service providers
Active participants
3,310
Accounts w/ balance
4,333
Plan assets (EOY)
$163.5M
Net assets (EOY)
$163.5M
How this plan invests
This plan
5 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
85
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- 34 bps in Schedule C fees — 238% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AKUMIN INC..
Plan sponsor
Name
AKUMIN INC.
EIN
36-4793204
Address
8300 WEST SUNRISE BOULEVARD · PLANTATION, FL · 33322
Phone
(972) 788-7590
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
2R · Participant-directed brokerage (SDBA)
3H · Sponsor in controlled / affiliated group
3F · Sponsor used leased employees
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO. OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $224K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $250 | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARCUM LLP | — | PROVIDENCE, RI | ADVISOR | $65K | — |
| ONEDIGITAL INVESTMENT ADVISOR LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $60K | — |
| NFP RETIREMENT INC | — | ALISO VIEJO, CA | INVESTMENT ADVISOR | $15K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA, LLP | — | GRAND RAPIDS, MI | AUDITOR | $18K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, LLC | — | OVERLAND PARK, KS | INVESTMENT MGMT | $169K | — |
| QDRO CONSULTANTS CO LLC | — | MEDINA, OH | OTHER | $300 | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
28 direct securities · 5 pooled funds· $163.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$118.4M
27 holdings
Common Collective Trust
$24.1M
5 holdings
Mutual Funds
$21.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Fidelity Investments Fidelity 500 Index N/R | Mutual Funds | — | — | $21.0M | 12.9% | |
| Fidelity Investments Fidelity Freedom Index 2040 Fund N/R | — | — | — | $15.3M | 9.4% | |
| Fidelity Investments Fidelity Freedom Index 2035 Fund N/R | — | — | — | $14.9M | 9.1% | |
| Fidelity Investments Fidelity Freedom Index 2045 Fund N/R | — | — | — | $12.9M | 7.9% | |
| AM1 CORE FIXED INC ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | — | — | $12.8M | 7.9% | |
| Fidelity Investments Fidelity Freedom Index 2050 Fund N/R | — | — | — | $11.1M | 6.8% | |
| Fidelity Investments Fidelity Freedom Index 2030 Fund N/R | — | — | — | $10.3M | 6.3% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST CO · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $9.4M | 5.7% | |
| Vanguard Growth Index Institutional N/R | — | — | — | $7.7M | 4.7% | |
| Fidelity Investments Fidelity Freedom Index 2025 Fund N/R | — | — | — | $7.6M | 4.6% | |
| Fidelity Investments Fidelity Freedom Index 2055 Fund N/R | — | — | — | $6.1M | 3.7% | |
| Principal MidCap Fund Class R6 N/R | — | — | — | $5.6M | 3.4% | |
| Fidelity Investments Fidelity Small Cap Growth K6 Fund N/R | — | — | — | $5.0M | 3.1% | |
| Fidelity Investments Fidelity Freedom Index 2020 Fund N/R | — | — | — | $4.7M | 2.9% | |
| Fidelity Investments Fidelity Freedom Index 2060 Fund N/R | — | — | — | $3.3M | 2.0% | |
| Hartford Intl Opportunities R6 N/R | — | — | — | $2.7M | 1.6% | |
| Participant Loans * Participant Loans Interest rates: 4.25% - 10.50% $0 | — | — | — | $2.6M | 1.6% | |
| LARGE CP VALUE I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.8M | 1.1% | |
| John Hancock Disciplined Value Mid Cap R6 N/R | — | — | — | $1.3M | 0.8% | |
| Self-Directed Brokerage Accounts * Fidelity Investments Self-Directed Brokerage Accounts N/R | — | — | — | $1.3M | 0.8% | |
| Fidelity Investments Fidelity Freedom Index 2065 Fund N/R | — | — | — | $1.1M | 0.7% | |
| Pimco Income Instl N/R | — | — | — | $960K | 0.6% | |
| Fidelity Investments Fidelity Mid Cap Index Fund N/R | — | — | — | $882K | 0.5% | |
| Fidelity Investments Fidelity Freedom Index 2015 Fund N/R | — | — | — | $790K | 0.5% | |
| Fidelity Investments Fidelity Small Cap Index Fund N/R | — | — | — | $764K | 0.5% | |
| American Funds American Funds New World R6 N/R | — | — | — | $593K | 0.4% | |
| Dimensional Fund Advisors DFA US Targeted Value I N/R | — | — | — | $513K | 0.3% | |
| Fidelity Investments Fidelity Freedom Index Income Fund N/R | — | — | — | $401K | 0.2% | |
| Institutional Premium Class * Fidelity Investments Fidelity Freedom Index 2010 Fund N/R | — | — | — | $206K | 0.1% | |
| Fidelity Investments Fidelity Freedom Index 2070 Fund N/R | — | — | — | $8K | <0.1% | |
| Money Market fund * Fidelity Investments Fidelity Government Money Market | — | — | — | $1K | <0.1% | |
| RESOURCES DIVERSIFIED EQUITY ALTA TRUST · EIN 83-2060613 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| RESOURCES DIVERSIFIED RISK MITIGATI ALTA TRUST · EIN 83-2080943 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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