Plan Snapshot
- Plan Sponsor: Agiliti Health, INC.
- Sponsor EIN: 410760940
- Sponsor Address: 11095 VIKING DRIVE SUITE 300, EDEN PRAIRIE, MN, 55344
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 7,783
- Total Assets: $353.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 7,783 | $353.2M | $0 | $0 |
| 2024 | 6,179 | $302.3M | $7.8M | $25.1M |
| 2023 | 5,831 | $259.3M | $7.6M | $23.4M |
| 2022 | 5,260 | $180.1M | $5.7M | $18.9M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $557,844 | — | $557,844 |
| CREATIVE PLANNING HOLDCO, LLC | Investment Advisor | $75,000 | — | $75,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $632,844
- Estimated Expense Ratio: 0.179% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $40,449,701 | — | $1,500 | — | — |
| 2024 | $505,586 | — | $2,700 | — | — |
| 2023 | $392,338 | — | $900 | — | — |
| 2022 | $376,426 | — | — | — | — |