Tufts Medical Center, Inc. Retirement Savings Plan 403(b)
Sponsored by Tufts Medical Center, Inc. · EIN 043400617 · Plan #007
- Total assets
- $373M
- Net assets
- $373M
- Active participants
- 1,702
- With balances
- 2,743
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning Institutional Advisors, Llc, Llc CRD 126777 | fuzzy_auto · 93% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $58,029 |
| Fidelity Invsts Instl Oper Co, Llc. | Participant loan processing, Recordkeeping fees, Account maintenance fees | $50,275 |
| Cbiz Cpas P.C. | Custodial (securities), Direct payment from the plan | $47,903 |
| Sage View Advisory Group, Llc | Investment advisory (plan), Investment management fees (direct) | $44,798 |
| Willis Towers Watson Llc | Accounting, Direct payment from the plan | $31,383 |
| Lincoln National Corporation | Investment management, Investment management fees (direct) | $10,330 |
| Lion Street Advisors, Llc | Investment management, Investment management fees (direct) | $10,000 |
| Lincoln National Corporation | Contract administrator | $1,350 |
| Unum Life Ins. Co. Of America | Recordkeeping | $0 |