Tufts Medicine, Inc. 403(b) Retirement Plan
Sponsored by Tufts Medicine, Inc. · EIN 472250732 · Plan #001
- Total assets
- $992M
- Net assets
- $992M
- Active participants
- 11,129
- With balances
- 11,203
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Sageview Advisory Group, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fid Inv Inst Ops | Participant loan processing, Recordkeeping fees, Account maintenance fees | $381,673 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $95,309 |
| Willis Towers Watson Us Llc | Consulting (general), Direct payment from the plan | $80,663 |
| Sageview Advisory Group, Llc | Investment advisory (plan) | $79,710 |
| Cbiz Cpa's P.C. | Accounting | $56,910 |