Tufts University Basic Retirement Plan
Sponsored by Trustees Of Tufts College · EIN 042103634 · Plan #002 · Medford, MA
- Total assets
- $1.0B
- Net assets
- $1.0B
- Active participants
- 5,544
- With balances
- 8,242
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Money purchase, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Inst Ops | Recordkeeping fees, Account maintenance fees, Securities brokerage commissions | $267,411 |
| Hewitt Ennis Knupp | Consulting (general) | $74,155 |
| Bdo Usa P.C. | Accounting | $28,200 |