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Original filing (PDF)20251014090749NAL0002377825001
EARLY LEARNING COALITION OF PALM BEACH COUNTY
Form 5500
FILING_RECEIVED
EARLY LEARNING COALITION OF PALM BEACH COUNTY, INC. SECTION 403B TAX DEFERRED ANNUITY PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
218
Accounts w/ balance
219
Plan assets (EOY)
$6.0M
Net assets (EOY)
$6.0M
How this plan invests
This plan
1 pooled trust
Schedule D
51 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EARLY LEARNING COALITION OF PALM BEACH COUNTY.
Plan sponsor
Name
EARLY LEARNING COALITION OF PALM BEACH COUNTY
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
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
TEMPLETON & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
36 direct securities · 1 pooled fund· $5.5M(91% 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
$5.4M
36 holdings
Pooled Separate Account
$26K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Access Nuv Lifecycle 2040 T4 | — | — | — | $690K | 11.5% | |
| TIAA Access Nuv Lifecycle 2045 T4 | — | — | — | $611K | 10.2% | |
| TIAA Access Nuv Lifecycle 2035 T4 | — | — | — | $568K | 9.4% | |
| TIAA Access Nuv Lifecycle 2050 T4 | — | — | — | $495K | 8.2% | |
| TIAA Access Nuv Lifecycle 2030 T4 | — | — | — | $451K | 7.5% | |
| CREF Equity Index R1 | — | — | — | $329K | 5.5% | |
| TIAA Traditional Annuity - Benefit Responsive | — | — | — | $286K | 4.8% | |
| TIAA Access Nuv Lifecycle 2055 T5 | — | — | — | $240K | 4.0% | |
| Notes receivable from Loans to participants, interest rates ranging from participants 4.25% - 9.50%, various maturities. | — | — | — | $207K | 3.4% | |
| TIAA LOAN FUND 246 TIAA PARTICIPANT LOAN FUND (DEEMED | — | — | — | $207K | 3.4% | |
| TIAA Access Nuv Lifecycle 2025 T4 | — | — | — | $165K | 2.7% | |
| CREF Stock R1 | — | — | — | $161K | 2.7% | |
| CREF Growth R1 | — | — | — | $146K | 2.4% | |
| CREF Global Equities R1 | — | — | — | $137K | 2.3% | |
| TIAA Access Nuv Lifecycle 2060 T6 | — | — | — | $114K | 1.9% | |
| TIAA Access Nuv Core EquityT4 | — | — | — | $86K | 1.4% | |
| TIAA Access Nuv Real Est Secs T4 | — | — | — | $79K | 1.3% | |
| TIAA Access Nuv Intl Equity T4 | — | — | — | $67K | 1.1% | |
| TIAA Access Nuv Sml Cp Equity T4 | — | — | — | $65K | 1.1% | |
| TIAA Access Nuv Lg Cp Res Equity T4 | — | — | — | $50K | 0.8% | |
| TIAA Access Nuv Core Bond Plus T4 | — | — | — | $36K | 0.6% | |
| TIAA Access Nuv Mid-Cap Val T4 | — | — | — | $35K | 0.6% | |
| TIAA Access Nuv Mid-Cap Gr T4 | — | — | — | $34K | 0.6% | |
| TIAA Access Nuv Lifecycle 2020 T4 | — | — | — | $29K | 0.5% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $26K | 0.4% | |
| TIAA REAL ESTATE | — | — | — | $26K | 0.4% | |
| TIAA Access Nuv Lg-Cap Gr T4 | — | — | — | $22K | 0.4% | |
| CREF Money Market R1 | — | — | — | $21K | 0.4% | |
| TIAA Access Nuv Lg-Cap Val T4 | — | — | — | $20K | 0.3% | |
| CREF Core Bond R1 Fund | — | — | — | $18K | 0.3% | |
| CREF Inflation Linked Bond R1 | — | — | — | $14K | 0.2% | |
| TIAA Access Nuv Lifecycle 2015 T4 | — | — | — | $13K | 0.2% | |
| TIAA Access Nuv Equity Index T4 | — | — | — | $11K | 0.2% | |
| TIAA Access Nuv Sm-Cap BI Idx T4 | — | — | — | $5K | <0.1% | |
| TIAA Access Nuv Lifecycle Retirement Inc T4 | — | — | — | $4K | <0.1% | |
| CREF Social Choice R1 | — | — | — | $3K | <0.1% | |
| TIAA Access Nuv Lifecycle 2010 T4 | — | — | — | $3K | <0.1% |