Original filing (PDF)20260415171520NAL0026626192001

Sunshine Developmental School, Inc.

Name: Sunshine Developmental School, Inc. — Sunshine, Form 5500 (2024)
Creator: Sunshine Developmental School, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Sunshine Developmental School, Inc. 401(k) Plan

401(k) retirement plan · Sunshine Developmental School, Inc.'s Sunshine Developmental School, Inc. 401(k) Plan held $17.2M in plan assets for 146 participants in 2024, with Fidelity as recordkeeper.

Active participants

146

Accounts w/ balance

225

Plan assets (EOY)

$17.2M

Net assets (EOY)

$17.2M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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

100

Total plan cost

Plan health

Vendor & structure

100

Decision-maker contacts

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

Plan sponsor

Name

SUNSHINE DEVELOPMENTAL SCHOOL, INC

EIN

11-2807906all 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

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-04-15

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	$21K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERITAS INVESTMENT CORP	47-0663374	—	INVESTMENT ADVISOR	$41K	—

Investments

1 pooled fund· $22K(0% 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.