Tuality Healthcare Performance Retirement Plan 403(b)
Sponsored by Tuality Healthcare · EIN 930430029 · Plan #002
- Total assets
- $120M
- Net assets
- $120M
- Active participants
- 1,323
- With balances
- 1,904
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Coldstream Capital Management Inc CRD 108805 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $308,608 |
| Fordam Llp | Accounting, Direct payment from the plan | $42,053 |
| Coldstream Wealth Management | Investment management, Direct payment from the plan | $7,319 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |