Trustees of Tufts College 403(b) match, vesting and fees
What Trustees of Tufts College's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Inv Inst Op'S Co Inc | Schedule C ↗ |
| Independent auditor | Bdo USA P.C. (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 55 defined-contribution plans in educational services with 5,000 to 9,999 participants.
| Trustees of Tufts College: employer contribution per participant | — | |
| Peer median | $2,692 |
| Trustees of Tufts College: average balance | $115,019 | |
| Peer median | $100,331 |
| Trustees of Tufts College: admin expenses ÷ assets | 0.04% | |
| Peer median | 0.06% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $903M at the end of plan year 2023 to $996M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 9,141 | $996M | — | — | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 8,604 | $903M | — | — | 0.04% | Not published | Form 5500 ↗ |
Other Trustees of Tufts College plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Tufts University Basic Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Inst Ops | Schedule C ↗ |
| Independent auditor | Bdo USA P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Trustees of Tufts College match 401(k) contributions?
The match terms for the Tufts University Voluntary Retirement Plan have not been published from its filing yet.
When is the Trustees of Tufts College 401(k) match vested?
The vesting schedule for the Tufts University Voluntary Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Trustees of Tufts College 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Inv Inst Op'S Co Inc. The plan administrator is Robbyn Dewar Benefit Prog. & Compliance Director.
I left Trustees of Tufts College. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Robbyn Dewar Benefit Prog. & Compliance Director, (617) 627-5000) or the recordkeeper, Fidelity Inv Inst Op'S Co Inc. The Trustees of Tufts College old 401(k) page lists the contacts from every plan filing. Find an old Trustees of Tufts College 401(k)
Data from the public Form 5500 annual reports Trustees of Tufts College filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Trustees of Tufts College. Not financial advice. Report a correction · Methodology