Plan Snapshot
- Plan Sponsor: Tufts Medical Center, INC.
- Sponsor EIN: 043400617
- Sponsor Address: 800 WASHINGTON STREET, BOX 860, BOSTON, MA, 021111526
- Plan Type: 403(b)
- Total Participants: 1,702
- Total Assets: $372.5M
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 | 1,702 | $372.5M | $5.5M | $16.5M |
| 2023 | 1,812 | $335.2M | $8.7M | $30.4M |
| 2022 | 3,457 | $629.8M | $9.7M | $34.5M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | NONE | $58,029 | — | $58,029 |
| FIDELITY INVSTS INSTL OPER CO, LLC. | NONE | $50,275 | — | $50,275 |
| CBIZ CPAS P.C. | NONE | $47,903 | — | $47,903 |
| SAGE VIEW ADVISORY GROUP, LLC | NONE | $44,798 | — | $44,798 |
| WILLIS TOWERS WATSON LLC | NONE | $31,383 | — | $31,383 |
| LINCOLN NATIONAL CORPORATION | NONE | $10,330 | — | $10,330 |
| LION STREET ADVISORS, LLC | NONE | $10,000 | — | $10,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — NONE
- FIDELITY INVSTS INSTL OPER CO, LLC. — NONE
- SAGE VIEW ADVISORY GROUP, LLC — NONE
- WILLIS TOWERS WATSON LLC — NONE
- LINCOLN NATIONAL CORPORATION — NONE
- LION STREET ADVISORS, LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $252,718
- Estimated Expense Ratio: 0.068% 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 | $243,867 | $63,395 | $11,705 | $79,286 | — |
| 2023 | $369,639 | $130,363 | $1,375 | $28,994 | — |
| 2022 | $388,807 | $139,573 | $1,450 | — | — |