Plan Snapshot
- Plan Sponsor: Trustees Of Tufts College
- Sponsor EIN: 042103634
- Sponsor Address: 80 GEORGE STREET, MEDFORD, MA, 02155
- Plan Type: DC
- Total Participants: 5,544
- Total Assets: $1.0B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 5,544 | $1.0B | $42.5M | $0 |
| 2023 | 5,769 | $941.8M | $40.3M | $0 |
| 2022 | 6,037 | $819.4M | $36.9M | $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 INST OPS | Other Service Provider | $267,411 | — | $267,411 |
| HEWITT ENNIS KNUPP | CONSULTANT | $74,155 | — | $74,155 |
| BDO USA P.C. | AUDITOR | $28,200 | — | $28,200 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INST OPS — Other Service Provider
- BDO USA P.C. — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $369,766
- Estimated Expense Ratio: 0.036% 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 | $456,429 | $456,429 | — | — | — |
| 2023 | $429,890 | $429,890 | — | — | — |
| 2022 | $504,153 | $504,153 | — | — | — |