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Original filing (PDF)20251014150759NAL0006503282001
TRUSTEES OF TUFTS COLLEGE
Form 5500
FILING_RECEIVED
TUFTS UNIVERSITY VOLUNTARY RETIREMENT PLAN
403(b) retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
5,787
Accounts w/ balance
8,660
Plan assets (EOY)
$996.1M
Net assets (EOY)
$996.1M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: TIAA REAL ESTATE ACCOUNT (extraction pending)]" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEES OF TUFTS COLLEGE.
Plan sponsor
Name
TRUSTEES OF TUFTS COLLEGE
EIN
04-2103634
Address
80 GEORGE STREET · MEDFORD, MA · 02155
Phone
(617) 627-3141
Industry
Educational Servicessee all
Plan administrator
Name
ROBBYN DEWAR BENEFIT PROG. & COMPLIANCE DIRECTOR
EIN
04-3031124
City
MEDFORD, MA
Phone
(617) 627-5000
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
BDO USA P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON HEWITT INVESTMENT CONSULTING | 36-3109431 | CHICAGO, IL | CONSULTANT | $76K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA P.C. | 13-5381590 | PITTSBURGH, PA | ACCOUNTANT/AUDITOR | $25K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INV INST OP'S CO INC | 04-2647786 | BOSTON, MA | — | $0 | — |
Investments
1 pooled fund· $5.8M(1% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $5.8M | 0.6% |