Original filing (PDF)20251015120622NAL0009124402001

Tufts Medicine, Inc.

Name: Tufts Medicine, Inc. — Tufts Medicine, Inc. 403(b), Form 5500 (2024)
Creator: Tufts Medicine, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Tufts Medicine, Inc. 403(b) Retirement Plan

401(k) retirement plan · Tufts Medicine, Inc.'s Tufts Medicine, Inc. 403(b) Retirement Plan held $991.9M in plan assets for 11,129 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Corrective distributions issuedSelf-directed brokerage offered

Active participants

11,129

Accounts w/ balance

11,203

Plan assets (EOY)

$991.9M

Net assets (EOY)

$991.9M

How this plan invests

This plan

69 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TUFTS MEDICINE, INC..

Plan sponsor

Name

TUFTS MEDICINE, INC.

EIN

47-2250732all filings

Address

800 DISTRICT AVE, STE 520 · BURLINGTON, MA · 01803

Phone

(978) 942-2220

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FID INV INST OPS	04-2647786	—	RECORDKEEPER	$382K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	INVESTMENT ADVISOR	$95K	—

Investments

69 direct securities· $998.0M(100% of reported assets)

Mutual Funds

$823.8M

27 holdings

Common Collective Trusts

$129.5M

10 holdings

Other securities

$27.0M

25 holdings

Bonds / Notes

$7.5M

3 holdings

Self-Directed Brokerage

$6.3M

1 holding

Cash / Money Market

$3.9M

2 holdings

U.S. Treasuries

$13K

1 holding

					% of plan
Fidelity Growth Company Fund Class K Mutual Fund	Mutual Funds	—	—	$140.9M	14.2%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$92.1M	9.3%
Vanguard Target Retirement 2030 Fund Mutual Fund	Mutual Funds	—	—	$88.1M	8.9%
Vanguard Target Retirement 2035 Fund Mutual Fund	Mutual Funds	—	—	$65.4M	6.6%
Vanguard Target Retirement 2025 Fund Mutual Fund	Mutual Funds	—	—	$63.8M	6.4%
Vanguard Target Retirement 2040 Fund Mutual Fund	Mutual Funds	—	—	$61.8M	6.2%
Vanguard Target Retirement 2050 Fund Mutual Fund	Mutual Funds	—	—	$60.7M	6.1%
Fidelity Contrafund Fund Mutual Fund	Mutual Funds	—	—	$56.9M	5.7%
Vanguard Target Retirement 2045 Fund Mutual Fund	Mutual Funds	—	—	$54.0M	5.4%
Vanguard Target Retirement 2055 Fund Mutual Fund	Mutual Funds	—	—	$37.4M	3.8%
Vanguard Federal Money Market Fund Mutual Fund	Mutual Funds	—	—	$37.3M	3.8%
Vanguard Target Retirement 2020 Fund Mutual Fund	Mutual Funds	—	—	$33.0M	3.3%
Vanguard Target Retirement Income Fund Mutual Fund	Mutual Funds	—	—	$22.8M	2.3%
Vanguard Target Retirement 2060 Fund Mutual Fund	Mutual Funds	—	—	$19.6M	2.0%
MFS Value Fund R6 Mutual Fund	Mutual Funds	—	—	$16.3M	1.6%
Dodge & Cox Income Fund Class X Mutual Fund	Mutual Funds	—	—	$15.1M	1.5%
T. Rowe Price Overseas Stock Fund Mutual Fund	Other securities	—	—	$14.8M	1.5%
Fidelity Extended Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$13.7M	1.4%
Fidelity Small Cap Value Fund Mutual Fund	Mutual Funds	—	—	$12.4M	1.3%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$11.6M	1.2%
MFS Mid Cap Value Fund R6 Mutual Fund	Mutual Funds	—	—	$9.8M	1.0%
Fidelity U.S. Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$9.3M	0.9%
PIMCO Income Fund Institutional Class Mutual Fund	Mutual Funds	—	—	$7.7M	0.8%
Participant Loans (Interest Rate 4.25% - 9.50%) 0	Bonds / Notes	—	—	$6.5M	0.7%
Macquarie Mid Cap Growth Fund Class I Mutual Fund	Other securities	—	—	$6.5M	0.7%
Fidelity Brokerage Option Self-Directed Brokerage Accounts	Self-Directed Brokerage	—	—	$6.3M	0.6%
Fidelity Low-Priced Stock Fund Mutual Fund	Mutual Funds	—	—	$6.3M	0.6%
Vanguard Target Retirement 2065 Fund Mutual Fund	Mutual Funds	—	—	$6.0M	0.6%
Seafarer Overseas Growth and Income Fund Mutual Fund	Other securities	—	—	$4.2M	0.4%
Janus Henderson Triton Fund Class I Mutual Fund	Mutual Funds	—	—	$4.0M	0.4%
Includes $3,879,307 of money market, exchange traded and mutual funds considered party-in-interest to the Plan as defined by ERISA.	Cash / Money Market	—	—	$3.9M	0.4%
VALIC Systematic Value Fund Variable Rate Annuity 468 * VALIC Vanguard Lifestyle Moderate Fund Variable Rate Annuity 3 Total Variable Rate Annuities	Mutual Funds	—	—	$2.7M	0.3%
Vanguard Real Estate Index Fund Mutual Fund	Common Collective Trusts	—	—	$2.0M	0.2%
Vanguard Target Retirement 2070 Fund Mutual Fund	Mutual Funds	—	—	$1.6M	0.2%
VALIC Fixed Account Plus Fund Fixed Rate Annuity	Bonds / Notes	—	—	$782K	<0.1%
VALIC Science & Technology Fund Variable Rate Annuity	Other securities	—	—	$540K	<0.1%
VALIC Stock Index Fund Variable Rate Annuity	Common Collective Trusts	—	—	$512K	<0.1%
VALIC Growth Fund Variable Rate Annuity	Other securities	—	—	$283K	<0.1%
VALIC Short Term Fixed Account Fund Fixed Rate Annuity	Bonds / Notes	—	—	$164K	<0.1%
VALIC Vanguard Windsor II Fund Variable Rate Annuity	Mutual Funds	—	—	$155K	<0.1%
VALIC Nasdaq-100® Index Fund Variable Rate Annuity	Common Collective Trusts	—	—	$153K	<0.1%
VALIC Mid Cap Index Fund Variable Rate Annuity	Common Collective Trusts	—	—	$132K	<0.1%
VALIC Large Capital Growth Fund Variable Rate Annuity	Other securities	—	—	$118K	<0.1%
VALIC Systematic Growth Fund Variable Rate Annuity	Other securities	—	—	$109K	<0.1%
VALIC Small Cap Index Fund Variable Rate Annuity	Common Collective Trusts	—	—	$64K	<0.1%
VALIC Small Cap Special Value Fund Variable Rate Annuity	Other securities	—	—	$62K	<0.1%
VALIC Systematic Core Fund Variable Rate Annuity	Other securities	—	—	$61K	<0.1%
VALIC Ariel Appreciation Fund Variable Rate Annuity	Other securities	—	—	$48K	<0.1%
VALIC Goldman Sachs Government Money Market Fund Variable Rate Annuity	Cash / Money Market	—	—	$46K	<0.1%
VALIC Small Cap Growth Fund Variable Rate Annuity	Other securities	—	—	$43K	<0.1%