Original filing (PDF)20250723130233NAL0010443794001

FISHER ISLAND DAY SCHOOL

Name: FISHER ISLAND DAY SCHOOL — FISHER ISLAND DAY SCHOOL 403(B) DC PLAN, Form 5500 (2024)
Creator: FISHER ISLAND DAY SCHOOL

Form 5500-SF

FILING_RECEIVED

FISHER ISLAND DAY SCHOOL 403(B) DC PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FISHER ISLAND DAY SCHOOL.

Plan sponsor

Name

FISHER ISLAND DAY SCHOOL

EIN

06-1650070

Address

2 FISHER ISLAND DRIVE · MIAMI BEACH, FL · 331090002

Phone

(305) 531-2350

Industry

Educational Servicessee all

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

2025-07-23

Pension benefit codes

2L · 403(b)(1) annuity

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Educational Services plans

LYNDI LIMITED

LA' JAMES AND AFFILIATED COMPANIES 401(K) PLAN

$2.7M · 36 participants

SHELTON SERVICES, INC.

SHELTON SERVICES 401(K) PLAN

$2.7M · 58 participants

BES, INC.

BES, INC 401(K) PLAN

$2.7M · 28 participants

KUTZTOWN UNIVERSITY STUDENT SERVICES, INC. RETIREMENT PLAN

$2.7M · 17 participants

ROUND ROCK CHRISTIAN ACADEMY

ROUND ROCK CHRISTIAN ACADEMY 401(K) PLAN

$2.7M · 75 participants