# Tufts Medical Center, INC. 403(b) Plan
Source: https://planprovider.pro/companies/tufts-medical-center-inc-403b-plan

> Tufts Medical Center, INC.'s 403(b) plan: 1,702 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/creative-planning) — NONE

- [FIDELITY INVSTS INSTL OPER CO, LLC.](https://planprovider.pro/provider/fidelity-investments) — NONE

- [SAGE VIEW ADVISORY GROUP, LLC](https://planprovider.pro/provider/sageview-advisory-group) — NONE

- [WILLIS TOWERS WATSON LLC](https://planprovider.pro/provider/lincoln-financial-group) — NONE

- [LINCOLN NATIONAL CORPORATION](https://planprovider.pro/provider/lincoln-financial-group) — NONE

- [LION STREET ADVISORS, LLC](https://planprovider.pro/provider/lion-street) — 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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/tufts-medical-center-inc-403b-plan)

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