Lauri Bolton signed Tuality Healthcare's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tuality Healthcare's EIN is 93-0430029.
Download the official 2024 Form 5500 (PDF) for Tuality Healthcare from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tuality Healthcare's plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $309K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COLDSTREAM WEALTH MANAGEMENT | 93-1052371 | — | INVESTMENT ADVISOR | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Instl Index | Mutual Funds | — | — | $29.6M | 24.6% | |
| Vanguard Total International Stock Index Instl | Mutual Funds | — | — | $16.7M | 13.9% | |
| Vanguard Small Cap Index Instl | Mutual Funds | — | — | $11.5M | 9.6% | |
| Metropolitan West Metropolitan West Total Return Bond Admin | Other securities | — | — | $11.1M | 9.3% | |
| NYL Guaranteed Interest Account | Other securities | — | — | $9.0M | 7.4% | |
| Vanguard Mid Cap Index Instl | Mutual Funds | — | — | $8.8M | 7.3% | |
| Fidelity Inflation-Prot Bd Idx | Common Collective Trusts | — | — | $5.9M | 4.9% | |
| T.Rowe Price T.Rowe Price Growth Stock I | Other securities | — | — | $4.0M | 3.3% | |
| MFS Research Intl R3 | Mutual Funds | — | — | $3.9M | 3.2% | |
| Nuveen Real Estate Secs I | Mutual Funds | — | — | $3.4M | 2.8% | |
| Invesco Developing Mkts Y | Mutual Funds | — | — | $2.9M | 2.4% | |
| JPMorgan Equity Income R6 | Other securities | — | — | $2.7M | 2.3% | |
| Principal High Yield A | Other securities | — | — | $2.2M | 1.8% | |
| JPMorgan Government Bond I | U.S. Treasuries | — | — | $2.0M | 1.6% | |
| Legg Mason ClearBridge Small Cap Growth A | Other securities | — | — | $1.8M | 1.5% | |
| Parnassus Core Equity Inv | Other securities | — | — | $1.5M | 1.3% | |
| Invesco Small Cap Val Y' | Mutual Funds | — | — | $1.4M | 1.2% | |
| Transamerica Life Insurance Co. Insurance Contracts - Total Life Insurance - * Participants Notes rec. with interest rates of 3.25% to 8.50% | Bonds / Notes | — | — | $1.1M | 0.9% | |
| PIMCO Inc A | Mutual Funds | — | — | $553K | 0.5% | |
| State Street State Street Instl US Govt Money Market Premier | Cash / Money Market | — | — | $102K | <0.1% | |
| State Street Bank & Trust Co. Cash Reserve Acccount | Cash / Money Market | — | — | $51K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORDAM LLP | 93-1298398 | — | AUDITOR | $42K | — |
