Early Learning Coalition of Miami-DADE/Monroe's EIN is 65-1122406.
Download the official 2024 Form 5500 (PDF) for Early Learning Coalition of Miami-DADE/Monroe from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Early Learning Coalition of Miami-DADE/Monroe's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LWM ADVISORY SERVICES, LLC | 47-1045931 | — | RIA | $26K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| LS-GROWTH Pooled separate accounts | Pooled Separate Accounts | — | — | $2.2M | 15.2% | |
| VS SCTEC Pooled separate accounts | Pooled Separate Accounts | — | — | $1.8M | 12.5% | |
| LS-BALANCE Pooled separate accounts | Pooled Separate Accounts | — | — | $1.7M | 11.8% | |
| VS CAP APP Pooled separate accounts | Pooled Separate Accounts | — | — | $1.2M | 8.6% | |
| Idx 500 Pooled separate accounts | Pooled Separate Accounts | — | — | $1.1M | 7.4% | |
| Stable Value Pooled separate accounts | Stable Value | — | — | $762K | 5.3% | |
| LS-MODERAT Pooled separate accounts | Pooled Separate Accounts | — | — | $758K | 5.2% | |
| Participant loans 4.25% to 9.50% | Bonds / Notes | — | — | $728K | 5.0% | |
| LS-CONSERV Pooled separate accounts | Pooled Separate Accounts | — | — | $611K | 4.2% | |
| LS-AGGRESS Pooled separate accounts | Pooled Separate Accounts | — | — | $573K | 4.0% | |
| TCLC 2055 Pooled separate accounts | Pooled Separate Accounts | — | — | $475K | 3.3% | |
| Health Sciences Pooled separate accounts | Pooled Separate Accounts | — | — | $357K | 2.5% | |
| JPM USE Pooled separate accounts | Pooled Separate Accounts | — | — | $344K | 2.4% | |
| VS MIDVAL Pooled separate accounts | Pooled Separate Accounts | — | — | $232K | 1.6% | |
| VS Small Growth Pooled separate accounts | Pooled Separate Accounts | — | — | $202K | 1.4% | |
| TCLC 2040 Pooled separate accounts | Pooled Separate Accounts | — | — | $185K | 1.3% | |
| VS High Yield Pooled separate accounts | Pooled Separate Accounts | — | — | $170K | 1.2% | |
| TCLC 2060 Pooled separate accounts | Pooled Separate Accounts | — | — | $135K | 0.9% | |
| TCLC 2065 Pooled separate accounts | Pooled Separate Accounts | — | — | $132K | 0.9% | |
| TCLC 2045 Pooled separate accounts | Pooled Separate Accounts | — | — | $99K | 0.7% | |
| TCLC 2050 Pooled separate accounts | Pooled Separate Accounts | — | — | $89K | 0.6% | |
| TCLC 2035 Pooled separate accounts | Pooled Separate Accounts | — | — | $80K | 0.6% | |
| TCLC 2030 Pooled separate accounts | Pooled Separate Accounts | — | — | $76K | 0.5% | |
| Idx Mid Pooled separate accounts | Pooled Separate Accounts | — | — | $64K | 0.4% | |
| Emerg MK Pooled separate accounts 714 DFA TAVA Pooled separate accounts | Pooled Separate Accounts | — | — | $60K | 0.4% | |
| Fundamental Large Cap Value Pooled separate accounts | Pooled Separate Accounts | — | — | $50K | 0.3% | |
| Idx Intl Pooled separate accounts | Pooled Separate Accounts | — | — | $45K | 0.3% | |
| VS IT Co Pooled separate accounts | Pooled Separate Accounts | — | — | $37K | 0.3% | |
| JH Bond Pooled separate accounts | Pooled Separate Accounts | — | — | $33K | 0.2% | |
| EuroPacific Growth Fund Pooled separate accounts | Pooled Separate Accounts | — | — | $18K | 0.1% | |
| Van ITBIF Pooled separate accounts | Pooled Separate Accounts | — | — | $14K | <0.1% | |
| MFS MCGF Pooled separate accounts | Pooled Separate Accounts | — | — | $11K | <0.1% | |
| JH MULTIMANAGER BALANCED LS JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $11K | <0.1% | |
| JH MULTIMANAGER GROWTH LS JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $11K | <0.1% | |
| SCIENCE & TECHNOLOGY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $7K | <0.1% | |
| DFAINFL PRO Pooled separate accounts | Pooled Separate Accounts | — | — | $7K | <0.1% | |
| JOHN HANCOCK STABLE VAL JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $6K | <0.1% | |
| TCLC 2025 Pooled separate accounts | Pooled Separate Accounts | — | — | $6K | <0.1% | |
| JH MULTIMANAGER MODERATE LS JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $5K | <0.1% | |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $5K | <0.1% | |
| CAPITAL APPRECIATION FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $4K | <0.1% | |
| JH MULTIMANAGER CONSERV LS JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $3K | <0.1% | |
| JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $3K | <0.1% | |
| T. ROWE PRICE HEALTH SCI JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $2K | <0.1% | |
| TCLC RET Pooled separate accounts | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| JPMORGAN U.S. EQUITY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $2K | <0.1% | |
| DFA US TARGETED VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $2K | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2055 JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $1K | <0.1% | |
| HIGH YIELD FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $1K | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2040 JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $990 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
