How big is Lulac Head Start, Inc.'s plan?

Lulac Head Start, Inc.'s plan reported $2.8M in assets and 132 participants for 2024.

Original filing (PDF)20260319052852NAL0006224336001

Lulac Head Start, Inc.

Name: Lulac Head Start, Inc. — Lulac Head Start, Inc., Form 5500 (2024)
Creator: Lulac Head Start, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Lulac Head Start, Inc. 403(b) Retirement Plan

403(b) retirement plan · Lulac Head Start, Inc.'s Lulac Head Start, Inc. 403(b) Retirement Plan held $2.8M in plan assets for 132 participants in 2024, with Ascensus as recordkeeper.

Active participants

132

Accounts w/ balance

127

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Mikyle BYRD-Vaughn signed Lulac Head Start, Inc.'s 2024 Form 5500 as plan administrator.

Mikyle BYRD-Vaughn — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Lulac Head Start, Inc.'s EIN is 22-2478707.

EIN 22-2478707

Plan number 001

Plan year 2024

ACK ID 20260319052852NAL0006224336001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lulac Head Start, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lulac Head Start, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

43 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (20th percentile).

Plan sponsor

Name

LULAC HEAD START, INC.

EIN

all filings

Address

250 CEDAR ST · NEW HAVEN, CT · 06519

Phone

(203) 836-5850

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-03-19

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

WALSH & DICKINSON

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASCENSUS LLC	11-3665754	—	RECORDKEEPING	—	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH RETIREMENT & BENEFIT	13-5674085	—	INVESTMENT ADVISOR	—	—

Insurance

Investments

43 direct securities · 1 pooled fund· $2.9M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Other securities

$2.4M

16 holdings

Stable Value

$144K

1 holding

Common Collective Trusts

$122K

5 holdings

Bonds / Notes

$86K

1 holding

Pooled Separate Account

$70K

1 holding

Pooled Separate Accounts

$68K

17 holdings

Mutual Funds

$27K

2 holdings

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

BlackRock / iShares$2.2M Fidelity$131K John Hancock$36K Wells Fargo / Allspring$30K American Funds (Capital Group)$22K Vanguard$9K American Century$7K Eaton Vance / Calvert$2K Invesco

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Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA LIFE INSURANCE CO	—	NEW YORK, NY	INSURANCE CARRIER	—	—

					% of plan
BlackRock LifePath Index 2045 Fund K Mutual fund	Other securities	—	—	$514K	18.1%
BlackRock Lifepath Index Retire Fund K Mutual fund	Other securities	—	—	$340K	11.9%
BlackRock LifePath Index 2040 Fund K Mutual fund	Other securities	—	—	$323K	11.4%
BlackRock LifePath Index 2030 Fund K Mutual fund	Other securities	—	—	$263K	9.2%
BlackRock LifePath Index 2035 Fund K Mutual fund	Other securities	—	—	$262K	9.2%
BlackRock LifePath Index 2050 Fund K Mutual fund	Other securities	—	—	$261K	9.2%
BlackRock LifePath Index 2055 Fund K Mutual fund	Other securities	—	—	$209K	7.3%
Mutual of America 2060 Retirement Fund Pooled separate account ** 131 * Mutual of America 2040 Retirement Fund Pooled separate account ** 59 * Mutual of America Interest Accumulation Account Guaranteed investment contract	Stable Value	—	—	$144K	5.0%
Fidelity 500 Index Fund Mutual fund	Common Collective Trusts	—	—	$87K	3.1%
Participant loans Interest rates of 4.25% to 9.50%	Bonds / Notes	—	—	$86K	3.0%
SEPERATE ACCOUNT NUMBER 2 MUTUAL OF AMERICA LIFE INSURANCE COMPANY · EIN 13-1614399 / PN 000	Pooled Separate Account	—	—	$70K	2.4%
BlackRock LifePath Index 2060 Fund K Mutual fund	Other securities	—	—	$51K	1.8%
John Hancock Disciplined Value Fund R6 Mutual fund	Other securities	—	—	$36K	1.3%
NYLI Winslow Large Cap Growth Fund R6 Mutual fund	Other securities	—	—	$34K	1.2%
Carillon Scout Mid Cap Fund R6 Mutual fund	Other securities	—	—	$27K	0.9%
Hartford Core Equity Fund R6 Mutual fund	Other securities	—	—	$22K	0.8%
American Funds Bond Fund of America R6 Mutual fund	Mutual Funds	—	—	$22K	0.8%
Allspring Small Company Growth Fund R6 Mutual fund	Common Stocks	—	—	$21K	0.7%
Fidelity Total International Index Fund Mutual fund	Common Collective Trusts	—	—	$18K	0.6%
Fidelity Small Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$11K	0.4%
Mutual of America 2045 Retirement Fund Pooled separate account	Pooled Separate Accounts	—	—	$9K	0.3%
Allspring Special Small Cap Value Fund R6 Mutual fund	Other securities	—	—	$9K	0.3%
BlackRock High Yield Bond Fund K Mutual fund	Other securities	—	—	$9K	0.3%
Cohen & Steers Global Realty Shares Fund Z Mutual fund	Other securities	—	—	$8K	0.3%
BlackRock LifePath Index 2065 Fund K Mutual fund	Other securities	—	—	$8K	0.3%
American Century Investments VP Capital Appreciation Fund Pooled separate account	Pooled Separate Accounts	—	—	$7K	0.3%
Mutual of America Retirement Income Fund Pooled separate account	Pooled Separate Accounts	—	—	$7K	0.3%
Mutual of America Bond Fund Pooled separate account	Pooled Separate Accounts	—	—	$6K	0.2%
Fidelity VIP Contrafund Portfolio Pooled separate account	Pooled Separate Accounts	—	—	$5K	0.2%
Vanguard Federal Money Market Fund Money market fund	Mutual Funds	—	—	$5K	0.2%
Mutual of America Aggressive Allocation Fund Pooled separate account	Pooled Separate Accounts	—	—	$5K	0.2%
Mutual of America Moderate Allocation Fund Pooled separate account	Pooled Separate Accounts	—	—	$4K	0.2%
Mutual of America All America Fund Pooled separate account	Pooled Separate Accounts	—	—	$4K	0.2%
Fidelity U.S. Bond Index Fund Mutual fund	Common Collective Trusts	—	—	$4K	0.1%
Mutual of America Mid Cap Equity Index Fund Pooled separate account	Pooled Separate Accounts	—	—	$3K	0.1%
Vanguard VIF Diversified Value Portfolio Pooled separate account	Pooled Separate Accounts	—	—	$3K	<0.1%
Fidelity VIP Mid Cap Portfolio Pooled separate account	Pooled Separate Accounts	—	—	$3K	<0.1%
Calvert VP SRI Balanced Portfolio Fund Pooled separate account	Pooled Separate Accounts	—	—	$2K	<0.1%
Fidelity Mid Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$2K	<0.1%
DWS Capital Growth VIP Pooled separate account	Pooled Separate Accounts	—	—	$2K	<0.1%
Invesco V.I. Main Street Fund Pooled separate account	Pooled Separate Accounts	—	—	$2K	<0.1%
Mutual of America Money Market Fund Pooled separate account	Pooled Separate Accounts	—	—	$1K	<0.1%
Vanguard VIF Real Estate Index Portfolio Pooled separate account	Pooled Separate Accounts	—	—	$1K	<0.1%
Fidelity VIP Equity-Income Portfolio Pooled separate account	Pooled Separate Accounts	—	—	$1K	<0.1%

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