· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SUDBURY EXTENDED DAY, INC. — SUDBURY EXTENDED DAY, INC. TAX DEFERRED ANNUITY PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250309101458NAL0028909666001
SUDBURY EXTENDED DAY, INC.
Form 5500-SF
FILING_RECEIVED
SUDBURY EXTENDED DAY, INC. TAX DEFERRED ANNUITY PLAN
Defined-contribution retirement plan
Signals · 1
No auditor on file
Active participants
122
Accounts w/ balance
46
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SUDBURY EXTENDED DAY, INC.
.
Find decision makers
Plan sponsor
Name
SUDBURY EXTENDED DAY, INC.
EIN
22-2551529
Address
365 BOSTON POST ROAD, SUITE 209 · SUDBURY, MA · 01776
Phone
(978) 443-5829
Industry
Health Care & Social Assistance
see 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
2025-03-09
Pension benefit codes
2N · Code section 408 accounts and annuities
2G · Total participant-directed accounts
2K · 401(m) arrangement
2F · ERISA section 404(c)
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 Health Care & Social Assistance plans
FREE WILL BAPTIST CHILDRENS HOME, INC.
FREE WILL BAPTIST CHILDREN'S HOME, INC. 403(B) PLAN
$2.7M · 61 participants
WONDERSPRING
WONDERSPRING 401(K) PLAN
$2.7M · 92 participants
RURAL UTAH CHILD DEVELOPMENT
RURAL UTAH CHILD DEVELOPMENT RETIREMENT SAVINGS PLAN
$2.7M · 84 participants
MISSION CHILD CARE CONSORTIUM, INC.
MCCC, INC. 403(B) PLAN
$2.7M · 29 participants
FEDERATION DAY CARE SERVICES, INC.
FELS RETIREMENT PLAN
$2.7M · 169 participants
65
Knocking points off
No independent qualified public accountant (IQPA) named.
Only 38% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
ADVANTAGES OF SOUTHEAST ARKANSAS, INC.
ADVANTAGES OF SOUTHEAST ARKANSAS INC. 401(K) RETIREMENT SAVINGS PLAN
$2.6M · 44 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
