Melrosewakefield Healthcare 401(k) Savings Plan
Sponsored by Tufts Medicine, Inc. · EIN 042103587 · Plan #001
- Total assets
- $179M
- Net assets
- $179M
- Active participants
- 1,315
- With balances
- 2,152
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $49,516 |
| Willis Towers Watson Us Llc | Direct payment from the plan, Consulting (general) | $31,268 |
| Sageview Advisory Group Llc | Investment advisory (plan) | $23,073 |
| Cbiz Cpas P.C. | Accounting | $21,790 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $12,982 |