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Original filing (PDF)20250702113814NAL0007284227001
AGILITI HEALTH, INC.
Form 5500
FILING_RECEIVED
AGILITI 401(K)
401(k) retirement plan
Active participants
6,179
Accounts w/ balance
8,728
Plan assets (EOY)
$302.3M
Net assets (EOY)
$302.3M
How this plan invests
This plan
5 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 17 bps in Schedule C fees — 67% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AGILITI HEALTH, INC..
Plan sponsor
Name
AGILITI HEALTH, INC.
EIN
41-0760940
Address
11095 VIKING DRIVE SUITE 300 · SUITE 300 · EDEN PRAIRIE, MN · 55344
Phone
(952) 893-3200
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-02
Pension benefit codes
2F · ERISA section 404(c)
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EIDE BAILLY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $445K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO, LLC | 43-1270780 | — | INVESTMENT ADVISOR | $60K | — |
Investments
28 direct securities · 5 pooled funds· $302.3M(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
$284.6M
28 holdings
Common Collective Trust
$17.8M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FDM IDX 2035 PRM Mutual fund N/A | — | — | — | $33.0M | 10.9% | |
| FID FDM IDX 2045 PRM Mutual fund N/A | — | — | — | $30.6M | 10.1% | |
| FID FDM IDX 2040 PRM Mutual fund N/A | — | — | — | $29.2M | 9.7% | |
| FID FDM IDX 2030 PRM Mutual fund N/A | — | — | — | $26.9M | 8.9% | |
| FID 500 INDEX Mutual fund N/A | — | — | — | $26.4M | 8.7% | |
| FID FDM IDX 2050 PRM Mutual fund N/A | — | — | — | $21.4M | 7.1% | |
| JPM LG CAP GROWTH R6 Mutual fund N/A | — | — | — | $19.7M | 6.5% | |
| FID FDM IDX 2055 PRM Mutual fund N/A | — | — | — | $17.3M | 5.7% | |
| FID FDM IDX 2025 PRM Mutual fund N/A | — | — | — | $16.6M | 5.5% | |
| FID MID CAP IDX Mutual fund N/A | — | — | — | $15.0M | 4.9% | |
| FID FDM IDX 2060 PRM Mutual fund N/A | — | — | — | $10.0M | 3.3% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $8.0M | 2.6% | |
| Notes receivable from participants Maturing 2025 - 2039 at interest rates of 3.25% - 9.50% - | — | — | — | $7.9M | 2.6% | |
| PUTN LG CP VAL TR IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $7.2M | 2.4% | |
| FID FDM IDX 2020 PRM Mutual fund N/A | — | — | — | $6.6M | 2.2% | |
| FID INTL INDEX Mutual fund N/A | — | — | — | $6.1M | 2.0% | |
| FID FDM IDX 2065 PRM Mutual fund N/A | — | — | — | $4.8M | 1.6% | |
| FKLN SM CAP VALUE R6 Mutual fund N/A | — | — | — | $3.9M | 1.3% | |
| PIM TOTAL RT INST Mutual fund N/A | — | — | — | $3.6M | 1.2% | |
| JH DSCPL VAL MDCP B5 JOHN HANCOCK TRUST COMPANY COLLECTIVE INVESTMENT TRUST · EIN 85-6153745 / PN 038 | Common Collective Trust | — | — | $2.5M | 0.8% | |
| PIMCO INCOME INST Mutual fund N/A | — | — | — | $1.3M | 0.4% | |
| FID FDM IDX 2015 PRM Mutual fund N/A | — | — | — | $1.2M | 0.4% | |
| FID FDM IDX INC PRM Mutual fund N/A | — | — | — | $828K | 0.3% | |
| INVS DISCOVERY R6 Mutual fund N/A | — | — | — | $662K | 0.2% | |
| FID EMRG MKTS IDX Mutual fund N/A | — | — | — | $615K | 0.2% | |
| FID FDM IDX 2010 PRM Mutual fund N/A | — | — | — | $352K | 0.1% | |
| FID SM CAP IDX Mutual fund N/A | — | — | — | $315K | 0.1% | |
| MFS INTL DIVRSN R6 Mutual fund N/A | — | — | — | $185K | <0.1% | |
| FID US BOND IDX Mutual fund N/A | — | — | — | $153K | <0.1% | |
| BR MIDCAP GR EQ L1 GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $35K | <0.1% | |
| FID FDM IDX 2070 PRM Mutual fund N/A | — | — | — | $27K | <0.1% | |
| Lessor, or Similar Party Par, or Maturity Value Cost Value * FID GOVT MMKT Money market mutual fund N/A | — | — | — | $25K | <0.1% | |
| CT SM CAP VAL II 1 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 165 | Common Collective Trust | — | — | $0 | <0.1% |