Plan Snapshot
- Plan Sponsor: Tufts Medical Center Physicians Organization, INC.
- Sponsor EIN: 043044706
- Sponsor Address: 800 WASHINGTON STREET, BOSTON, MA, 02111
- Plan Type: 403(b)
- Total Participants: 760
- Total Assets: $305.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 760 | $305.3M | $0 | $13.2M |
| 2023 | 751 | $268.0M | $0 | $12.7M |
| 2022 | 708 | $225.9M | $0 | $12.7M |
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 |
|---|---|---|---|---|
| AAFCPAS, INC. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $103,816 | $200 | — | — | — |
| 2023 | $100,079 | — | — | — | — |
| 2022 | $91,831 | — | — | — | — |