Plan Snapshot
- Plan Sponsor: Trustees Of Tufts College
- Sponsor EIN: 042103634
- Sponsor Address: 80 GEORGE STREET, MEDFORD, MA, 02155
- Plan Type: 403(b)
- Total Participants: 5,787
- Total Assets: $996.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 5,787 | $996.1M | $0 | $41.0M |
| 2023 | 5,554 | $903.4M | $0 | $36.7M |
| 2022 | 5,038 | $795.8M | $0 | $32.0M |
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 INV INST OP'S CO INC | Other Service Provider | — | $267,411 | $267,411 |
| AON HEWITT INVESTMENT CONSULTING | CONSULTANT | $76,472 | — | $76,472 |
| BDO USA P.C. | ACCOUNTANT/AUDITOR | $25,000 | — | $25,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INV INST OP'S CO INC — Other Service Provider
- BDO USA P.C. — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $368,883
- Estimated Expense Ratio: 0.037% 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 | $390,913 | — | — | — | — |
| 2023 | $327,298 | — | — | — | — |
| 2022 | $290,206 | — | — | — | — |