Plan Snapshot
- Plan Sponsor: Early Learning Coalition Of Palm Beach County, I
- Sponsor EIN: 650974035
- Sponsor Address: 2300 HIGH RIDGE ROAD SUITE 115, BOYNTON BEACH, FL, 33426
- Plan Type: 403(b)
- Total Participants: 219
- Total Assets: $6.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 219 | $6.8M | $777,457 | $0 |
| 2023 | 227 | $5.6M | $685,243 | $0 |
| 2022 | 247 | $4.2M | $619,928 | $0 |
| 2021 | 207 | $4.4M | $0 | $0 |
| 2020 | 197 | $3.8M | $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 | $1,875 | — | $1,875 | — | — |
| 2023 | $2,550 | — | $2,550 | — | — |
| 2022 | $1,025 | — | $1,025 | — | — |
| 2021 | $100 | — | $100 | — | — |
| 2020 | — | — | — | — | — |