# Trustees Of Tufts College DC Plan
Source: https://planprovider.pro/companies/trustees-of-tufts-college-plan-002

> Trustees Of Tufts College's DC plan: 5,544 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — Other Service Provider

- [BDO USA P.C.](https://planprovider.pro/provider/bdo-usa-pc) — 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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-tufts-college-plan-002)

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