Plan Snapshot
- Plan Sponsor: Early Learning Coalition Of Palm Beach County
- Sponsor EIN: 650974035
- Sponsor Address: 2300 HIGH RIDGE ROAD SUITE 115, BOYNTON BEACH, FL, 33426
- Plan Type: 403(b)
- Total Participants: 218
- Total Assets: $6.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 218 | $6.0M | $372,255 | $578,189 |
| 2023 | 224 | $4.8M | $403,117 | $536,925 |
| 2022 | 242 | $3.3M | $156,988 | $459,542 |
| 2021 | 204 | $3.0M | $0 | $0 |
| 2020 | 194 | $2.1M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| TEMPLETON & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TEMPLETON & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $2,400 | — | $2,400 | — | — |
| 2023 | $2,625 | — | $2,625 | — | — |
| 2022 | $1,425 | — | $1,425 | — | — |
| 2021 | $200 | — | $200 | — | — |
| 2020 | — | — | — | — | — |