Sunshine Developmental School 401(k) match, vesting and fees
What Sunshine Developmental School's 401(k) 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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Mcsoley, Mccoy & Company (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,134 defined-contribution plans in educational services with 100 to 499 participants.
| Sunshine Developmental School: employer contribution per participant | $543 | |
| Peer median | $1,684 |
| Sunshine Developmental School: average balance | $76,583 | |
| Peer median | $62,952 |
| Sunshine Developmental School: admin expenses ÷ assets | 0.46% | |
| Peer median | 0.17% |
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 $10.9M at the end of plan year 2021 to $17.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 241 | $17.2M | $122K | $543 | 0.46% | Not published | Form 5500 ↗ |
| 2023 | 241 | $15.6M | $609K | $2,707 | 0.37% | Not published | Form 5500 ↗ |
| 2022 | 234 | $13.7M | $2.1M | $10,271 | 0.27% | Not published | Form 5500 ↗ |
| 2021 | 271 | $10.9M | $2.1M | $8,141 | 0.28% | Not published | Form 5500 ↗ |
Common questions
Does Sunshine Developmental School match 401(k) contributions?
The match terms for the Sunshine Developmental School, Inc 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $122K in employer contributions, about $543 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Sunshine Developmental School 401(k) match vested?
The vesting schedule for the Sunshine Developmental School, Inc 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Sunshine Developmental School 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Sunshine Developmental School, Inc.
I left Sunshine Developmental School. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Sunshine Developmental School, Inc, (718) 468-9000) or the recordkeeper, Fidelity Investments Institutional. The Sunshine Developmental School old 401(k) page lists the contacts from every plan filing. Find an old Sunshine Developmental School 401(k)
Data from the public Form 5500 annual reports Sunshine Developmental School filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) 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 Sunshine Developmental School. Not financial advice. Report a correction · Methodology