Merita Kafexhiu signed Early Learning Coalition of Pinellas County's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Early Learning Coalition of Pinellas County's EIN is 59-3726679.
Download the official 2024 Form 5500 (PDF) for Early Learning Coalition of Pinellas County from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Early Learning Coalition of Pinellas County's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Invesco Global Strategic Income A Mutual Fund | Mutual Funds | — | — | $1.9M | 42.5% | |
| Invesco Discovery Large Cap A Mutual Fund | Mutual Funds | — | — | $517K | 11.5% | |
| Invesco Main Street A Mutual Fund | Mutual Funds | — | — | $382K | 8.5% | |
| Invesco Comstock Select A Mutual Fund | Mutual Funds | — | — | $365K | 8.1% | |
| Invesco Discovery A Mutual Fund | Mutual Funds | — | — | $357K | 7.9% | |
| Invesco Discovery Mid Cap Growth A Mutual Fund | Mutual Funds | — | — | $231K | 5.1% | |
| Invesco Global Opportunities A Mutual Fund | Mutual Funds | — | — | $169K | 3.7% | |
| Participant loans Interest 4.25% - 9.50% -0- | Bonds / Notes | — | — | $157K | 3.5% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $157K | 3.5% | |
| Invesco Global A Mutual Fund | Mutual Funds | — | — | $138K | 3.1% | |
| Invesco Main Street Mid Cap A Mutual Fund | Mutual Funds | — | — | $91K | 2.0% | |
| Invesco Core Bond A Mutual Fund | Mutual Funds | — | — | $75K | 1.7% | |
| Invesco Government Money Market A Cash | Mutual Funds | — | — | $66K | 1.5% | |
| (CL) Invesco Government Money Market A Invesco 0 | Mutual Funds | — | — | $65K | 1.4% | |
| Invesco Global Allocation A Mutual Fund | Mutual Funds | — | — | $26K | 0.6% | |
| Invesco Quality Income A Mutual Fund | Mutual Funds | — | — | $3K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% | |
| Synthetic Cash Account Synthetic 0 | Cash / Money Market | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
