Tuality Healthcare Retirement Plan
Sponsored by Tuality Healthcare · EIN 930430029 · Plan #001
- Total assets
- $71.2M
- Net assets
- $71.2M
- Active participants
- 198
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Coldstream Capital Management Inc CRD 108805 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Coldstream Wealth Management | Investment advisory (plan) | $176,542 |
| Transamerica Retirement Solutions | Contract administrator | $114,060 |
| Independent Actuaries, Inc | Actuarial | $20,440 |
| Fordham & Co Llp | Accounting | $18,274 |
| Pbi | Recordkeeping | $5,160 |