Plan Snapshot
- Plan Sponsor: Tufts Medical Center, INC.
- Sponsor EIN: 043400617
- Sponsor Address: 800 WASHINGTON STREET, BOX 860, BOSTON, MA, 021111526
- Plan Type: 401(k)
- Total Participants: 281
- Total Assets: $28.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 281 | $28.2M | $0 | $0 |
| 2023 | 323 | $29.0M | $0 | $0 |
| 2022 | 361 | $28.5M | $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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON LLC | NONE | $94,097 | — | $94,097 |
| CBIZ CPAS P.C. | NONE | $22,435 | — | $22,435 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $116,532
- Estimated Expense Ratio: 0.413% 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 | $116,532 | — | — | $22,435 | — |
| 2023 | $21,227 | — | — | $10,408 | — |
| 2022 | $22,400 | — | — | — | $22,400 |