Early Learning Coalition of Palm Beach County, I 403(b) match, vesting and fees
What Early Learning Coalition of Palm Beach County, I's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Tiaa-Teachers Insurance and Annuity | Schedule C ↗ |
| Independent auditor | Templeton & Company (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,134 defined-contribution plans in educational services with 100 to 499 participants.
| Early Learning Coalition of Palm Beach County, I: employer contribution per participant | $2,592 | |
| Peer median | $1,684 |
| Early Learning Coalition of Palm Beach County, I: average balance | $20,191 | |
| Peer median | $62,952 |
| Early Learning Coalition of Palm Beach County, I: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.17% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $3.6M at the end of plan year 2021 to $6.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 304 | $6.1M | $777K | $2,592 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 305 | $4.9M | $685K | $2,363 | 0.06% | Not published | Form 5500 ↗ |
| 2022 | 270 | $3.6M | $620K | $2,541 | 0.03% | Not published | Form 5500 ↗ |
| 2021 | 230 | $3.6M | $731K | $3,417 | <0.01% | Not published | Form 5500 ↗ |
Other Early Learning Coalition of Palm Beach County, I plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Early Learning Coalition of Palm Beach County, Inc. Section 403b Tax Deferred Annuity Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Tiaa-Teachers Insurance and Annuity | 2023 Schedule C ↗ |
| Independent auditor | Templeton & Company (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
Common questions
Does Early Learning Coalition of Palm Beach County, I match 401(k) contributions?
The match terms for the Early Learning Coalition of Palm Beach County, Inc. 403(b) Defined Contribution Plan have not been published from its filing yet. The plan year 2024 filing reports $777K in employer contributions, about $2,592 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Early Learning Coalition of Palm Beach County, I 401(k) match vested?
The vesting schedule for the Early Learning Coalition of Palm Beach County, Inc. 403(b) Defined Contribution Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Early Learning Coalition of Palm Beach County, I 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Tiaa-Teachers Insurance and Annuity. The plan administrator is Early Learning Coalition of Palm Beach County, I.
I left Early Learning Coalition of Palm Beach County, I. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Early Learning Coalition of Palm Beach County, I, (561) 214-8000) or the recordkeeper, Tiaa-Teachers Insurance and Annuity. The Early Learning Coalition of Palm Beach County, I old 401(k) page lists the contacts from every plan filing. Find an old Early Learning Coalition of Palm Beach County, I 401(k)
Data from the public Form 5500 annual reports Early Learning Coalition of Palm Beach County, I filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Early Learning Coalition of Palm Beach County, I. Not financial advice. Report a correction · Methodology