Plan Snapshot
- Plan Sponsor: Sunshine Development School, INC.
- Sponsor EIN: 112807906
- Sponsor Address: 80 BROAD STREET, SUITE 1702, NEW YORK, NY, 10004
- Plan Type: 401(k)
- Total Participants: 146
- Total Assets: $15.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 146 | $15.6M | $0 | $0 |
| 2023 | 141 | $13.7M | $0 | $0 |
| 2021 | 149 | $10.2M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CERINI AND ASSOCIATES, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $54,472 | — | — | — | — |
| 2023 | $33,189 | — | — | — | — |
| 2021 | $13,193 | — | — | — | — |