Early Learning Coalition Of Miami Dade Monroe Retirement Plan & Trust
Sponsored by Early Learning Coalition Of Miami Dade/Monroe · EIN 651122406 · Plan #001
- Total assets
- $14.5M
- Net assets
- $14.5M
- Active participants
- 293
- With balances
- 342
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lwm Advisory Services, Llc CRD 172009 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lwm Advisory Services, Llc | Investment advisory (participants) | $26,106 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Sub-transfer agency fees | $2,104 |