Plan Ledger DOL Form 5500 · updated monthly

Early Learning Coalition of Broward County, Inc.403(b)

EARLY LEARNING COALITION OF BROWARD COUNTY, INC. RETIREMENT PLAN · FORT LAUDERDALE, FL · plan year 2024

Reported admin expense ratio · 2024
0.27%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Early Learning Coalition of Broward County, Inc. reported $16,233 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $2,468 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.20% to 0.27%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Florida (2,183rd of 3,644), and 2,039th of 3,341 in other services. In 2024, employees put in $1.63 for every $1.00 the employer contributed; active participation has grown from 136 to 177 since 2022.

Plan summary
Net assets, end of year$6,854,495
Participants with balances226
Active participants177
Employer contributions$436,769
Employee contributions$712,639
Employer contribution per active participant$2,468
Average account balance$30,330
Benefits paid to participants$293,901
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.9M · 226 accts · $437K emplr
2023$5.4M · 219 accts · $358K emplr
2022$4.5M · 185 accts · $306K emplr
Employer contributions to the Early Learning Coalition of Broward County, Inc. plan · 2024
Employer contribution per active participant$2,468
Median for plans this size$1,313
2024$2,468 per active participant
2023$2,169 per active participant
2022$2,250 per active participant

Early Learning Coalition of Broward County, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
THE VARIABLE ANNUITY LIFE INSURANCE · Insurance broker · Securities brokerage$16,233

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$16,233 · 0.27%
2023$22,965 · 0.47%
2022$9,127 · 0.20%
Same employer
Similar plansOther Services · Florida
Lift Power, Inc. FL$7.1M · 0.49%
Lee & Cates Glass, Inc. FL$7.0M · 0.60%
Paycargo LLC FL$6.7M · 1.25%
626 Holdings Equity LLC FL$6.3M · 0.77%

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Source: U.S. Department of Labor, Form 5500 series, EIN 651060848 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.