# Tufts Medicine, INC. 401(k) Plan
Source: https://planprovider.pro/companies/melrosewakefield-healthcare-401k-plan

> Tufts Medicine, INC.'s 401(k) plan: 1,315 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tufts Medicine, INC.

- **Sponsor EIN:** 042103587

- **Sponsor Address:** 170 GOVERNORS AVENUE, MEDFORD, MA, 021551643

- **Plan Type:** 401(k)

- **Total Participants:** 1,315

- **Total Assets:** $178.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,315|$178.7M|$0|$0|

| 2023|1,444|$171.2M|$0|$0|

| 2022|1,596|$158.2M|$0|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$49,516|—|$49,516|

| WILLIS TOWERS WATSON US LLC|CONSULTANT|$31,268|—|$31,268|

| SAGEVIEW ADVISORY GROUP LLC|INVESTMENT ADVISOR|$23,073|—|$23,073|

| CBIZ CPAS P.C.|ACCOUNTANT/AUDITOR|$21,790|—|$21,790|

| STRATEGIC ADVISORS, INC.|ADVISOR|$12,982|—|$12,982|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [WILLIS TOWERS WATSON US LLC](https://planprovider.pro/provider/lincoln-financial-group) — CONSULTANT

- [SAGEVIEW ADVISORY GROUP LLC](https://planprovider.pro/provider/sageview-advisory-group) — INVESTMENT ADVISOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $138,629

- **Estimated Expense Ratio:** 0.078% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$138,608|$14,279|—|$53,058|—|

| 2023|$93,747|$19,053|—|$29,958|—|

| 2022|$100,456|$23,740|—|—|—|

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