How big is Sunshine Development School, Inc.'s plan?

Sunshine Development School, Inc.'s plan reported $15.6M in assets and 146 participants for 2023.

Original filing (PDF)20251003064209NAL0001126353001

Sunshine Development School, Inc.

Name: Sunshine Development School, Inc. — Sunshine Develop, Form 5500 (2023)
Creator: Sunshine Development School, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Sunshine Development School, Inc. 401(k) Plan

401(k) retirement plan · Sunshine Development School, Inc.'s Sunshine Development School, Inc. 401(k) Plan held $15.6M in plan assets for 146 participants in 2023, with Fidelity as recordkeeper.

Signals · 3

Late filing · 4.6 moLate participant contributions39% in single holding

Active participants

146

Accounts w/ balance

225

Plan assets (EOY)

$15.6M

Net assets (EOY)

$15.6M

People on this filing

MR. DAVE Connelly signed Sunshine Development School, Inc.'s 2023 Form 5500 as plan administrator.

MR. DAVE Connelly — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Sunshine Development School, Inc.'s EIN is 11-2807906.

EIN 11-2807906

Plan number 003

Plan year 2023

ACK ID 20251003064209NAL0001126353001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Sunshine Development School, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Sunshine Development School, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

How this plan invests

This plan

1 pooled trust

Schedule D

30 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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

Filed 4.6 months past the 10.5-month grace window.
Delinquent participant contributions reported (Schedule H 4a) — 1961K (200% of contributions).

Plan sponsor

Name

SUNSHINE DEVELOPMENT SCHOOL, INC.

EIN

all filings

Address

80 BROAD STREET, SUITE 1702 · NEW YORK, NY · 10004

Phone

(718) 468-9000

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-10-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$20K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERITAS INVESTMENT CORP	47-0663374	—	INVESTMENT ADVISOR	$34K	—

Investments

30 direct securities · 1 pooled fund· $15.6M(100% 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.

Mutual Funds

$7.9M

25 holdings

Other

$6.1M

1 holding

Common Collective Trusts

$1.6M

4 holdings

Common Collective Trust

$17K

1 holding

					% of plan
[Assets held in registered investment companies (mutual funds)]	Other	—	—	$6.1M	39.0%
Fidelity Management Trust Company FIDELITY CONTRAFUND {+}	Mutual Funds	—	—	$1.5M	9.4%
Fidelity Management Trust Company FIDELITY 500 INDEX FUND {+}	Common Collective Trusts	—	—	$1.3M	8.1%
Fidelity Management Trust Company FIDELITY ASSET MANAGER 85% FUND {+}	Mutual Funds	—	—	$1.2M	7.5%
Fidelity Management Trust Company FIDELITY GOVERNMENT MONEY MARKET FUND {+}	Mutual Funds	—	—	$715K	4.6%
Fidelity Management Trust Company T. ROWE PRICE RETIREMENT 2045 FUND {+}	Mutual Funds	—	—	$704K	4.5%
Fidelity Management Trust Company T. ROWE PRICE RETIREMENT 2030 FUND {+}	Mutual Funds	—	—	$545K	3.5%
Fidelity Management Trust Company T. ROWE PRICE RETIREMENT 2035 FUND {+}	Mutual Funds	—	—	$454K	2.9%
Fidelity Management Trust Company INVESCO DIVERSIFIED DIVIDEND FUND R5 {+}	Mutual Funds	—	—	$333K	2.1%
Fidelity Management Trust Company T. ROWE PRICE DIVIDEND GROWTH ADV {+}	Mutual Funds	—	—	$275K	1.8%
Fidelity Management Trust Company T. ROWE PRICE RETIREMENT 2050 FUND {+}	Mutual Funds	—	—	$250K	1.6%
Fidelity Management Trust Company T. ROWE PRICE RETIREMENT 2025 FUND {+}	Mutual Funds	—	—	$244K	1.6%
Fidelity Management Trust Company FIDELITY INFLATION-PROTECTED BOND INDEX FUND {+} 766 * Participants Notes receivable from participants (interest rates 4.25 to 9.50%) N/A	Common Collective Trusts	—	—	$243K	1.6%
Fidelity Management Trust Company T. ROWE PRICE RETIREMENT 2055 FUND {+}	Mutual Funds	—	—	$216K	1.4%
Fidelity Management Trust Company GLENMEDE SMALL CAP EQUITY PORTFOLIO CLASS ADVISOR {+}	Mutual Funds	—	—	$199K	1.3%
Fidelity Management Trust Company T. ROWE PRICE RETIREMENT 2060 FUND {+}	Mutual Funds	—	—	$195K	1.2%
Fidelity Management Trust Company T. ROWE PRICE RETIREMENT 2020 FUND {+}	Mutual Funds	—	—	$183K	1.2%
Fidelity Management Trust Company MFS INTERNATIONAL VALUE R6 {+}	Mutual Funds	—	—	$170K	1.1%
Fidelity Management Trust Company FIDELITY WORLDWIDE {+}	Mutual Funds	—	—	$154K	1.0%
Fidelity Management Trust Company T. ROWE PRICE RETIREMENT 2040 FUND {+}	Mutual Funds	—	—	$153K	1.0%
Fidelity Management Trust Company FIDELITY ASSET MANAGER 40% FUND {+}	Mutual Funds	—	—	$140K	0.9%
Fidelity Management Trust Company ALLSPRING SPECIAL MID CAP VALUE ADMIN {+}	Mutual Funds	—	—	$99K	0.6%
Fidelity Management Trust Company FIDELITY EXTENDED MARKET INDEX FUND {+}	Common Collective Trusts	—	—	$63K	0.4%
Fidelity Management Trust Company AF NEW WORLD {+}	Mutual Funds	—	—	$50K	0.3%
Fidelity Management Trust Company BAIRD CORE PLUS BOND FUND CLASS INVESTOR {+}	Mutual Funds	—	—	$50K	0.3%
Fidelity Management Trust Company T. ROWE PRICE REAL ESTATE ADV {+}	Mutual Funds	—	—	$44K	0.3%
Fidelity Management Trust Company NEUBERGER BERMAN MID CAP GROWTH TRUST {+}	Mutual Funds	—	—	$43K	0.3%
Fidelity Management Trust Company FIDELITY U.S. BOND INDEX FUND {+}	Common Collective Trusts	—	—	$40K	0.3%
Fidelity Management Trust Company FIDELITY INTERNATIONAL INDEX {+}	Mutual Funds	—	—	$19K	0.1%
Fidelity Management Trust Company FIDELITY GOVERNMENT INCOME {+}	Mutual Funds	—	—	$17K	0.1%
RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001	Common Collective Trust	—	—	$17K	0.1%