Agiliti 401(k)
Sponsored by Agiliti Health, Inc. · EIN 410760940 · Plan #002
- Total assets
- $302M
- Net assets
- $302M
- Active participants
- 6,179
- With balances
- 8,728
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning, Llc CRD 105348 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $445,186 |
| Creative Planning Holdco, Llc | Investment management | $60,400 |