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Original filing (PDF)20250917152843NAL0000502641003
EARLY LEARNING COALITION OF BROWARD COUNTY, INC.
Form 5500
FILING_RECEIVED
EARLY LEARNING COALITION OF BROWARD COUNTY, INC. RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
177
Accounts w/ balance
226
Plan assets (EOY)
$6.9M
Net assets (EOY)
$6.9M
How this plan invests
This plan
49 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (24 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EARLY LEARNING COALITION OF BROWARD COUNTY, INC..
Plan sponsor
Name
EARLY LEARNING COALITION OF BROWARD COUNTY, INC.
EIN
65-1060848
Address
1475 W. CYPRESS CREEK RD. SUITE 301 · FORT LAUDERDALE, FL · 333091931
Phone
(954) 377-2188
Industry
Other Services (ex. Public Admin)see 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
2025-09-17
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)
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VARIABLE ANNUITY LIFE INSURANCE | 74-1625348 | HOUSTON, TX | SECURITIES BROKER | $16K | — |
Investments
49 direct securities· $6.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VALIC Gs Vit Gov Money Mkt Fund | — | — | — | $796K | 11.6% | |
| VALIC Moderate Growth Lifestyle | — | — | — | $670K | 9.8% | |
| VALIC Fixed Account Plus | — | — | — | $573K | 8.4% | |
| VALIC International Equities Index Fund | — | — | — | $409K | 6.0% | |
| VALIC Stock Index Fund | — | — | — | $402K | 5.9% | |
| VALIC Vanguard Windsor II | — | — | — | $306K | 4.5% | |
| VALIC T Rowe Price Retirement 2035 Adv | — | — | — | $305K | 4.5% | |
| VALIC Mid Cap Index Fund | — | — | — | $301K | 4.4% | |
| VALIC Nasdaq‐100(R) Index Fund | — | — | — | $276K | 4.0% | |
| VALIC Emerging Economies Fund | — | — | — | $242K | 3.5% | |
| VALIC Systematic Growth Fund | — | — | — | $226K | 3.3% | |
| VALIC Loan Collateral Fund | — | — | — | $213K | 3.1% | |
| VALIC Science & Technology Fund | — | — | — | $187K | 2.7% | |
| VALIC US Socially Responsible Fund | — | — | — | $172K | 2.5% | |
| VALIC Core Bond Fund | — | — | — | $171K | 2.5% | |
| VALIC Mid Cap Value Fund | — | — | — | $158K | 2.3% | |
| VALIC International Value Fund | — | — | — | $132K | 1.9% | |
| VALIC Intl Opportunities | — | — | — | $130K | 1.9% | |
| VALIC Mid Cap Strategic Growth Fund | — | — | — | $103K | 1.5% | |
| VALIC Intl Socially Responsible Fund | — | — | — | $97K | 1.4% | |
| VALIC Small Cap Value Fund | — | — | — | $94K | 1.4% | |
| VALIC Global Real Estate Fund | — | — | — | $82K | 1.2% | |
| VALIC Inflation Protected Fund | — | — | — | $77K | 1.1% | |
| VALIC VC I Capital Appreciation | — | — | — | $75K | 1.1% | |
| VALIC Small Cap Index Fund | — | — | — | $73K | 1.1% | |
| VALIC Vanguard Lifestrategy Growth | — | — | — | $69K | 1.0% | |
| VALIC Systematic Core Fund | — | — | — | $63K | 0.9% | |
| VALIC High Yield Bond Fund | — | — | — | $60K | 0.9% | |
| VALIC Dividend Value | — | — | — | $59K | 0.9% | |
| VALIC Short Term Fixed Account | — | — | — | $46K | 0.7% | |
| VALIC Small Cap Growth Fund | — | — | — | $36K | 0.5% | |
| VALIC International Growth Fund | — | — | — | $31K | 0.5% | |
| VALIC Vanguard LT INV-Grade Fund | — | — | — | $26K | 0.4% | |
| VALIC International Government Bond | — | — | — | $24K | 0.4% | |
| VALIC Ariel Fund | — | — | — | $24K | 0.4% | |
| VALIC T Rowe Price Retirement 2020 Adv | — | — | — | $22K | 0.3% | |
| VALIC Systematic Value | — | — | — | $20K | 0.3% | |
| VALIC Small Cap Special Value Fund | — | — | — | $15K | 0.2% | |
| VALIC Aggressive Growth Lifestyle | — | — | — | $14K | 0.2% | |
| VALIC Government Securities Fund | — | — | — | $12K | 0.2% | |
| VALIC T Rowe Price Retirement 2045 Adv | — | — | — | $10K | 0.1% | |
| VALIC VC I Conserve Growth Lifestyle | — | — | — | $10K | 0.1% | |
| VALIC Large Capital Growth | — | — | — | $10K | 0.1% | |
| VALIC T Rowe Price Retirement 2060 Adv | — | — | — | $8K | 0.1% | |
| VALIC Growth Fund | — | — | — | $6K | <0.1% | |
| VALIC Vanguard Lifestrategy Moderate | — | — | — | $5K | <0.1% | |
| VALIC Vanguard Wellington Fund | — | — | — | $5K | <0.1% | |
| VALIC Vanguard Long-term Treasury | — | — | — | $4K | <0.1% | |
| VALIC T Rowe Price Retirement 2050 Adv | — | — | — | $2K | <0.1% |
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