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Original filing (PDF)20251013161612NAL0002411920001
TUALITY HEALTHCARE
Form 5500
FILING_RECEIVED
TUALITY HEALTHCARE RETIREMENT PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
198
Accounts w/ balance
—
Plan assets (EOY)
$71.2M
Net assets (EOY)
$71.2M
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
55
Participation health
100
Knocking points off
- 47 bps in Schedule C fees — 194% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TUALITY HEALTHCARE.
Plan sponsor
Name
TUALITY HEALTHCARE
EIN
93-0430029
Address
334 SOUTHEAST EIGHTH AVENUE · HILLSBORO, OR · 97123
Phone
(503) 681-1824
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORDHAM & CO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COLDSTREAM WEALTH MANAGEMENT | — | PORTLAND, OR | NONE | $177K | — |
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | NONE | $114K | — |
| INDEPENDENT ACTUARIES, INC | 36-4561119 | — | NONE | $20K | — |
| FORDHAM & CO LLP | 93-1298398 | — | NONE | $18K | — |
| PBI | — | MINNEAPOLIS, MN | NONE | $5K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.