# Tufts Medicine, INC. 401(k) Plan
Source: https://planprovider.pro/companies/tufts-medicine-inc-401k-plan

> Tufts Medicine, INC.'s 401(k) plan: 11,129 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tufts Medicine, INC.

- **Sponsor EIN:** 472250732

- **Sponsor Address:** 800 DISTRICT AVE, STE 520, BURLINGTON, MA, 01803

- **Plan Type:** 401(k)

- **Total Participants:** 11,129

- **Total Assets:** $991.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|11,129|$991.9M|$16.3M|$57.9M|

| 2023|11,553|$861.7M|$5.6M|$18.6M|

| 2022|1,178|$58.8M|$1.3M|$4.9M|

## 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|

| FID INV INST OPS|RECORDKEEPER|$381,673|—|$381,673|

| STRATEGIC ADVISORS, INC.|INVESTMENT ADVISOR|$95,309|—|$95,309|

| WILLIS TOWERS WATSON US LLC|CONSULTANT|$80,663|—|$80,663|

| SAGEVIEW ADVISORY GROUP, LLC|INVESTMENT ADVISOR|$79,710|—|$79,710|

| CBIZ CPA'S P.C.|AUDITOR|$56,910|—|$56,910|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FID INV INST OPS](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — INVESTMENT ADVISOR

- [WILLIS TOWERS WATSON US LLC](https://planprovider.pro/provider/lincoln-financial-group) — CONSULTANT

- [SAGEVIEW ADVISORY GROUP, LLC](https://planprovider.pro/provider/sageview-advisory-group) — INVESTMENT ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $694,265

- **Estimated Expense Ratio:** 0.070% 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|$694,146|$109,407|—|$137,573|—|

| 2023|$182,774|$18,573|—|$25,631|—|

| 2022|$5,242|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/tufts-medicine-inc-401k-plan)

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