Pearson Inc. Pension Plan
Sponsored by Pearson Education, Inc. · EIN 221603684 · Plan #003
- Total assets
- $65.6M
- Net assets
- $65.3M
- Active participants
- 88
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Segal Advisors, Inc. CRD 114687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wtw | Actuarial, Direct payment from the plan | $916,516 |
| Jp Morgan Chase | Trustee (institutional), Direct payment from the plan | $388,565 |
| Sei Investment Company | Investment management, Investment management fees (direct) | $196,003 |
| Ellenoff Grossman & Schole Llp | Legal, Direct payment from the plan | $63,543 |
| Segal Advisors | Investment advisory (plan), Direct payment from the plan | $32,723 |
| Legacy Professionals Llp | Accounting | $18,000 |