Sunnyside Properties of Sarasota 403(b) match, vesting and fees
What Sunnyside Properties of Sarasota's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Valic Retirement Services Company | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 2,291 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Sunnyside Properties of Sarasota: employer contribution per participant | $2,207 | |
| Peer median | $1,440 |
| Sunnyside Properties of Sarasota: average balance | $64,461 | |
| Peer median | $38,351 |
| Sunnyside Properties of Sarasota: admin expenses ÷ assets | 0.73% | |
| Peer median | 0.47% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $5.6M at the end of plan year 2021 to $8.1M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 332 | $8.1M | $278K | $2,207 | 0.73% | Not published | Form 5500 ↗ |
| 2024 | 348 | $7M | $228K | $1,626 | 0.64% | Not published | Form 5500 ↗ |
| 2023 | 352 | $6.5M | $108K | $839 | 0.34% | Not published | Form 5500 ↗ |
| 2022 | 341 | $6.3M | $247K | $1,845 | 0.77% | Not published | Form 5500 ↗ |
| 2021 | 304 | $5.6M | $217K | $1,684 | 0.69% | Not published | Form 5500 ↗ |
Common questions
Does Sunnyside Properties of Sarasota match 401(k) contributions?
The match terms for the Sunnyside Properties, Inc. Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $278K in employer contributions, about $2,207 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Sunnyside Properties of Sarasota 401(k) match vested?
The vesting schedule for the Sunnyside Properties, Inc. Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Sunnyside Properties of Sarasota 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Valic Retirement Services Company. The plan administrator is Sunnyside Properties of Sarasota, Inc..
I left Sunnyside Properties of Sarasota. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Sunnyside Properties of Sarasota, Inc., (941) 371-2750) or the recordkeeper, Valic Retirement Services Company. The Sunnyside Properties of Sarasota old 401(k) page lists the contacts from every plan filing. Find an old Sunnyside Properties of Sarasota 401(k)
Data from the public Form 5500 annual reports Sunnyside Properties of Sarasota filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Sunnyside Properties of Sarasota. Not financial advice. Report a correction · Methodology