Sunshine Developmental School, Inc 401(k) Plan
Sponsored by Sunshine Developmental School, Inc · EIN 112807906 · Plan #003
- Total assets
- $17.2M
- Net assets
- $17.2M
- Active participants
- 146
- With balances
- 225
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Amerant Investments, Inc. CRD 117284 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ameritas Investment Corp | Investment advisory (plan) | $40,989 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $20,634 |