How big is Early Learning Coalition of Broward County, Inc.'s plan?

Early Learning Coalition of Broward County, Inc.'s plan reported $6.9M in assets and 177 participants for 2024.

Original filing (PDF)20250917152843NAL0000502641003

Early Learning Coalition of Broward County, Inc.

Name: Early Learning Coalition of Broward County, Inc. — Form 5500 Plan 002 (2024)
Creator: Early Learning Coalition of Broward County, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Early Learning Coalition of Broward County, Inc. Retirement Plan

403(b) retirement plan · Early Learning Coalition of Broward County, Inc.'s Early Learning Coalition of Broward County, Inc. Retirement Plan held $6.9M in plan assets for 177 participants in 2024.

Signals · 1

No recordkeeper disclosed

Active participants

177

Accounts w/ balance

226

Plan assets (EOY)

$6.9M

Net assets (EOY)

$6.9M

People on this filing

Christine Klima signed Early Learning Coalition of Broward County, Inc.'s 2024 Form 5500 as plan administrator.

Christine Klima — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Early Learning Coalition of Broward County, Inc.'s EIN is 65-1060848.

EIN 65-1060848

Plan number 002

Plan year 2024

ACK ID 20250917152843NAL0000502641003

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Early Learning Coalition of Broward County, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Early Learning Coalition of Broward County, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EARLY LEARNING COALITION OF BROWARD COUNTY, INC..

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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

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

EARLY LEARNING COALITION OF BROWARD COUNTY, INC.

EIN

all filings

Address

1475 W. CYPRESS CREEK RD. SUITE 301 · FORT LAUDERDALE, FL · 333091931

Phone

(954) 377-2188

Industry

Other Services (ex. Public Admin)

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 rows

Broker

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)

Other securities

$3.8M

31 holdings

Common Collective Trusts

$1.5M

5 holdings

Cash / Money Market

$796K

1 holding

Mutual Funds

$763K

11 holdings

U.S. Treasuries

$24K

1 holding

					% of plan
VALIC Gs Vit Gov Money Mkt Fund	Cash / Money Market	—	—	$796K	11.6%
VALIC Moderate Growth Lifestyle	Other securities	—	—	$670K	9.8%
VALIC Fixed Account Plus	Other securities	—	—	$573K	8.4%
VALIC International Equities Index Fund	Common Collective Trusts	—	—	$409K	6.0%
VALIC Stock Index Fund	Common Collective Trusts	—	—	$402K	5.9%
VALIC Vanguard Windsor II	Mutual Funds	—	—	$306K	4.5%
VALIC T Rowe Price Retirement 2035 Adv	Mutual Funds	—	—	$305K	4.5%
VALIC Mid Cap Index Fund	Common Collective Trusts	—	—	$301K	4.4%
VALIC Nasdaq‐100(R) Index Fund	Common Collective Trusts	—	—	$276K	4.0%
VALIC Emerging Economies Fund	Other securities	—	—	$242K	3.5%
VALIC Systematic Growth Fund	Other securities	—	—	$226K	3.3%
VALIC Loan Collateral Fund	Other securities	—	—	$213K	3.1%
VALIC Science & Technology Fund	Other securities	—	—	$187K	2.7%
VALIC US Socially Responsible Fund	Other securities	—	—	$172K	2.5%
VALIC Core Bond Fund	Other securities	—	—	$171K	2.5%
VALIC Mid Cap Value Fund	Other securities	—	—	$158K	2.3%
VALIC International Value Fund	Other securities	—	—	$132K	1.9%
VALIC Intl Opportunities	Other securities	—	—	$130K	1.9%
VALIC Mid Cap Strategic Growth Fund	Other securities	—	—	$103K	1.5%
VALIC Intl Socially Responsible Fund	Other securities	—	—	$97K	1.4%
VALIC Small Cap Value Fund	Other securities	—	—	$94K	1.4%
VALIC Global Real Estate Fund	Other securities	—	—	$82K	1.2%
VALIC Inflation Protected Fund	Other securities	—	—	$77K	1.1%
VALIC VC I Capital Appreciation	Other securities	—	—	$75K	1.1%
VALIC Small Cap Index Fund	Common Collective Trusts	—	—	$73K	1.1%
VALIC Vanguard Lifestrategy Growth	Mutual Funds	—	—	$69K	1.0%
VALIC Systematic Core Fund	Other securities	—	—	$63K	0.9%
VALIC High Yield Bond Fund	Other securities	—	—	$60K	0.9%
VALIC Dividend Value	Other securities	—	—	$59K	0.9%
VALIC Short Term Fixed Account	Other securities	—	—	$46K	0.7%
VALIC Small Cap Growth Fund	Other securities	—	—	$36K	0.5%
VALIC International Growth Fund	Other securities	—	—	$31K	0.5%
VALIC Vanguard LT INV-Grade Fund	Mutual Funds	—	—	$26K	0.4%
VALIC International Government Bond	U.S. Treasuries	—	—	$24K	0.4%
VALIC Ariel Fund	Other securities	—	—	$24K	0.4%
VALIC T Rowe Price Retirement 2020 Adv	Mutual Funds	—	—	$22K	0.3%
VALIC Systematic Value	Other securities	—	—	$20K	0.3%
VALIC Small Cap Special Value Fund	Other securities	—	—	$15K	0.2%
VALIC Aggressive Growth Lifestyle	Other securities	—	—	$14K	0.2%
VALIC Government Securities Fund	Other securities	—	—	$12K	0.2%
VALIC T Rowe Price Retirement 2045 Adv	Mutual Funds	—	—	$10K	0.1%
VALIC VC I Conserve Growth Lifestyle	Other securities	—	—	$10K	0.1%
VALIC Large Capital Growth	Other securities	—	—	$10K	0.1%
VALIC T Rowe Price Retirement 2060 Adv	Mutual Funds	—	—	$8K	0.1%
VALIC Growth Fund	Other securities	—	—	$6K	<0.1%
VALIC Vanguard Lifestrategy Moderate	Mutual Funds	—	—	$5K	<0.1%
VALIC Vanguard Wellington Fund	Mutual Funds	—	—	$5K	<0.1%
VALIC Vanguard Long-term Treasury	Mutual Funds	—	—	$4K	<0.1%
VALIC T Rowe Price Retirement 2050 Adv	Mutual Funds	—	—	$2K	<0.1%