Renee Auseth signed Agiliti Health, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Agiliti Health, Inc.'s EIN is 41-0760940.
Download the official 2024 Form 5500 (PDF) for Agiliti Health, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Agiliti Health, Inc.'s plan includes ERISA 404(c) participant direction, profit-sharing, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $445K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO, LLC | 43-1270780 | — | INVESTMENT ADVISOR | $60K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID FDM IDX 2035 PRM Mutual fund N/A | Common Collective Trusts | — | — | $33.0M | 10.9% | |
| FID FDM IDX 2045 PRM Mutual fund N/A | Common Collective Trusts | — | — | $30.6M | 10.1% | |
| FID FDM IDX 2040 PRM Mutual fund N/A | Common Collective Trusts | — | — | $29.2M | 9.7% | |
| FID FDM IDX 2030 PRM Mutual fund N/A | Common Collective Trusts | — | — | $26.9M | 8.9% | |
| FID 500 INDEX Mutual fund N/A | Common Collective Trusts | — | — | $26.4M | 8.7% | |
| FID FDM IDX 2050 PRM Mutual fund N/A | Common Collective Trusts | — | — | $21.4M | 7.1% | |
| JPM LG CAP GROWTH R6 Mutual fund N/A | Other securities | — | — | $19.7M | 6.5% | |
| FID FDM IDX 2055 PRM Mutual fund N/A | Common Collective Trusts | — | — | $17.3M | 5.7% | |
| FID FDM IDX 2025 PRM Mutual fund N/A | Common Collective Trusts | — | — | $16.6M | 5.5% | |
| FID MID CAP IDX Mutual fund N/A | Common Collective Trusts | — | — | $15.0M | 4.9% | |
| FID FDM IDX 2060 PRM Mutual fund N/A | Common Collective Trusts | — | — | $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% - | Bonds / Notes | — | — | $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 | Common Collective Trusts | — | — | $6.6M | 2.2% | |
| FID INTL INDEX Mutual fund N/A | Mutual Funds | — | — | $6.1M | 2.0% | |
| FID FDM IDX 2065 PRM Mutual fund N/A | Common Collective Trusts | — | — | $4.8M | 1.6% | |
| FKLN SM CAP VALUE R6 Mutual fund N/A | Other securities | — | — | $3.9M | 1.3% | |
| PIM TOTAL RT INST Mutual fund N/A | Other securities | — | — | $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 | Mutual Funds | — | — | $1.3M | 0.4% | |
| FID FDM IDX 2015 PRM Mutual fund N/A | Common Collective Trusts | — | — | $1.2M | 0.4% | |
| FID FDM IDX INC PRM Mutual fund N/A | Common Collective Trusts | — | — | $828K | 0.3% | |
| INVS DISCOVERY R6 Mutual fund N/A | Other securities | — | — | $662K | 0.2% | |
| FID EMRG MKTS IDX Mutual fund N/A | Common Collective Trusts | — | — | $615K | 0.2% | |
| FID FDM IDX 2010 PRM Mutual fund N/A | Common Collective Trusts | — | — | $352K | 0.1% | |
| FID SM CAP IDX Mutual fund N/A | Common Collective Trusts | — | — | $315K | 0.1% | |
| MFS INTL DIVRSN R6 Mutual fund N/A | Mutual Funds | — | — | $185K | <0.1% | |
| FID US BOND IDX Mutual fund N/A | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $27K | <0.1% | |
| CT SM CAP VAL II 1 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 165 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
