Agiliti 401(K) — Form 5500 plan (Agiliti Health, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Agiliti 401(K) is a benefit plan reported by Agiliti Health, Inc. under EIN 41-0760940 and plan number 002. The latest loaded filing year is 2023. The filing reports 6,590 participants and $259,289,189 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Agiliti Health, Inc.
- EIN
- 41-0760940
- Plan number
- 002
- Plan type
- 2
- Location
- Eden Prairie, MN
- Latest filing year
- 2023
- Participants
- 6,590
- End-of-year plan assets
- $259,289,189
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,590 | H, C | 20241008112240NAL0016519569001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $259,289,189
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $259,289,189
- Net assets (BOY)
- $180,073,723
Income & contributions
- Employer contributions
- $7,556,179
- Participant contributions
- $23,397,749
- Total contributions
- $35,562,153
- Total income / additions
- $73,249,332
Expenses & distributions
- Benefits paid
- $26,514,367
- Administrative expenses
- $392,338
- Total expenses
- $26,906,705
- Net increase / (decrease)
- $46,342,627
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $347,338 | $0 | 2023 |
| Bergankdv Wealth Management, LLC | INVESTMENT ADVISOR | $30,000 | not reported in the loaded dataset | 2023 |
| Creative Planning Holdco, LLC | INVESTMENT ADVISOR | $15,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Agiliti Health, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Eden Prairie, MN
- Fidelity Investments Institutional — Schedule C compensation
- Bergankdv Wealth Management, LLC — Schedule C compensation
- Creative Planning Holdco, LLC — Schedule C compensation