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Original filing (PDF)20250710093254NAL0008494624001
EARLY LEARNING COALITION OF PINELLAS COUNTY
Form 5500
FILING_RECEIVED
THE EARLY LEARNING COALITION 401(K) PSP
401(k) retirement plan
Signals · 1
43% in single holding
Active participants
96
Accounts w/ balance
147
Plan assets (EOY)
$4.5M
Net assets (EOY)
$4.5M
How this plan invests
This plan
15 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
79
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Invesco Global Strategic Income A Invesco 0" is 43% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EARLY LEARNING COALITION OF PINELLAS COUNTY.
Plan sponsor
Name
EARLY LEARNING COALITION OF PINELLAS COUNTY
EIN
59-3726679
Address
2536 COUNTRYSIDE BLVD STE 500 · CLEARWATER, FL · 33763
Phone
(727) 400-4424
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-10
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
MOSS KRUSICK AND ASSOCIATES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $18K | — |
Investments
15 direct securities· $4.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Invesco Global Strategic Income A Invesco 0 | — | — | — | $1.9M | 42.5% | |
| Invesco Discovery Large Cap A Invesco 0 | — | — | — | $517K | 11.5% | |
| Invesco Main Street A Invesco 0 | — | — | — | $382K | 8.5% | |
| Invesco Comstock Select A Invesco 0 | — | — | — | $365K | 8.1% | |
| (CL) Invesco Discovery A Invesco 0 | — | — | — | $357K | 7.9% | |
| Invesco Discovery Mid Cap Growth A Invesco 0 | — | — | — | $231K | 5.1% | |
| Invesco Global Opportunities A Invesco 0 | — | — | — | $169K | 3.7% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $157K | 3.5% | |
| Invesco Global A Invesco 0 | — | — | — | $138K | 3.1% | |
| Invesco Main Street Mid Cap A Invesco 0 | — | — | — | $91K | 2.0% | |
| Invesco Core Bond A Invesco 0 | — | — | — | $75K | 1.7% | |
| (CL) Invesco Government Money Market A Invesco 0 | — | — | — | $65K | 1.4% | |
| Invesco Global Allocation A Invesco 0 | — | — | — | $26K | 0.6% | |
| Invesco Quality Income A Invesco 0 | — | — | — | $3K | <0.1% | |
| Synthetic Cash Account Synthetic 0 | — | — | — | $2K | <0.1% |
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