AUMdb

The Pearson Retirement Plan 401(k)

Sponsored by Pearson Education Inc · EIN 221603684 · Plan #002

Total assets
$2.4B
Net assets
$2.4B
Active participants
9,848
With balances
15,554

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024
Segal Advisors, Inc. CRD 114687 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Advisory Group, Llc Investment management, Investment advisory (participants), Direct payment from the plan $1,088,482
Empower Annuity Insurance Company Recordkeeping fees, Direct payment from the plan, Participant loan processing $394,814
Segal Advisors Inc Investment advisory (plan) $73,728
Ellenoff Grossman & Schole Llp Accounting $30,078
Willis Towers Watson Us Llc Accounting, Consulting (general) $12,697