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Original filing (PDF)20251014091531NAL0005194114001
EARLY LEARNING COALITION OF PALM BEACH COUNTY, I
Form 5500
FILING_RECEIVED
EARLY LEARNING COALITION OF PALM BEACH COUNTY, INC. 403(B) DEFINED CONTRIBUTION PLAN
403(b) retirement plan
Active participants
219
Accounts w/ balance
300
Plan assets (EOY)
$6.8M
Net assets (EOY)
$6.1M
How this plan invests
This plan
1 pooled trust
Schedule D
42 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (3 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EARLY LEARNING COALITION OF PALM BEACH COUNTY, I.
Plan sponsor
Name
EARLY LEARNING COALITION OF PALM BEACH COUNTY, I
EIN
65-0974035
Address
2300 HIGH RIDGE ROAD SUITE 115 · BOYNTON BEACH, FL · 33426
Phone
(561) 214-8000
Industry
Educational 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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
TEMPLETON & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA-TEACHERS INSURANCE AND ANNUITY | 13-1624203 | NEW YORK, NY | RECORDKEEPER | $2K | — |
Investments
36 direct securities · 1 pooled fund· $7.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$7.1M
36 holdings
Pooled Separate Account
$99K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Access Lifecycle 2035 T4 | — | — | — | $737K | 10.8% | |
| TIAA Access Lifecycle 2040 T4 | — | — | — | $649K | 9.5% | |
| TIAA Access Lifecycle 2045 T4 | — | — | — | $632K | 9.2% | |
| TIAA Access Lifecycle 2050 T4 | — | — | — | $621K | 9.1% | |
| TIAA Access Lifecycle 2030 T4 | — | — | — | $598K | 8.8% | |
| CREF Money Market R1 | — | — | — | $462K | 6.8% | |
| COLLEGE RETIREMENT EQ FUND TIAA Access Nuv Qt Sm Cp Eq T4 | — | — | — | $428K | 6.3% | |
| TIAA Access Lifecycle 2055 T4 | — | — | — | $406K | 5.9% | |
| CREF Growth R1 | — | — | — | $291K | 4.3% | |
| CREF Equity Index R1 | — | — | — | $275K | 4.0% | |
| COLLEGE RETIREMENT EQ FUND LOAN FUND | — | — | — | $193K | 2.8% | |
| Loans to participants, interest rates ranging from * Notes receivable from participants - | — | — | — | $193K | 2.8% | |
| TIAA Access Lifecycle 2025 T4 | — | — | — | $188K | 2.8% | |
| CREF Global Equities R1 | — | — | — | $156K | 2.3% | |
| TIAA Traditional Annuity - Non-Benefit Responsive | — | — | — | $125K | 1.8% | |
| TIAA Access Core Equity T4 | — | — | — | $122K | 1.8% | |
| TIAA Access Lg-Cap Gr T4 | — | — | — | $121K | 1.8% | |
| COLLEGE RETIREMENT EQ FUND TIAA TRADITIONAL NON BENEFIT R 0 | — | — | — | $120K | 1.8% | |
| CREF Stock R1 | — | — | — | $119K | 1.7% | |
| TIAA Access Lifecycle 2060 T4 | — | — | — | $111K | 1.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $99K | 1.4% | |
| TIAA Access Real Est Secs T4 | — | — | — | $97K | 1.4% | |
| TIAA Access Lifecycle 2020 T4 | — | — | — | $78K | 1.1% | |
| TIAA Access Intl Equity T4 | — | — | — | $56K | 0.8% | |
| TIAA Access Large Cap Equity T4 | — | — | — | $50K | 0.7% | |
| TIAA Access Mid-Cap Val T4 | — | — | — | $43K | 0.6% | |
| TIAA Access Lifecycle 2010 T4 ** 737 * TIAA Access Lifecycle 2015 T4 | — | — | — | $33K | 0.5% | |
| TIAA Access Mid-Cap Gr T4 | — | — | — | $31K | 0.4% | |
| CREF Inflation Linked Bond R1 | — | — | — | $27K | 0.4% | |
| CREF Core Bond R1 | — | — | — | $22K | 0.3% | |
| TIAA Access Equity Index T4 | — | — | — | $15K | 0.2% | |
| TIAA Access Core Bond Plus T4 | — | — | — | $14K | 0.2% | |
| TIAA Access Lg-Cap Val T4 | — | — | — | $12K | 0.2% | |
| TIAA Access Sm-Cap BI Idx T4 | — | — | — | $11K | 0.2% | |
| CREF Social Choice R1 | — | — | — | $8K | 0.1% | |
| COLLEGE RETIREMENT EQ FUND PLAN LOAN DEFAULT FUND | — | — | — | $5K | <0.1% | |
| TIAA Access Lifecycle Retirement Inc T4 | — | — | — | $2K | <0.1% |
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