# Pearson Education INC 401(k) Plan
Source: https://planprovider.pro/companies/pearson-education-inc-401k-plan

> Pearson Education INC's 401(k) plan: 9,848 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pearson Education INC

- **Sponsor EIN:** 221603684

- **Sponsor Address:** 221 RIVER STREET, HOBOKEN, NJ, 07030

- **Plan Type:** 401(k)

- **Total Participants:** 9,848

- **Total Assets:** $2.4B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|9,848|$2.4B|$32.5M|$63.5M|

| 2023|10,326|$2.3B|$33.4M|$65.4M|

| 2022|11,542|$2.1B|$36.7M|$67.8M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| EMPOWER ADVISORY GROUP, LLC|NONE|$1,088,482|—|$1,088,482|

| EMPOWER ANNUITY INSURANCE COMPANY|NONE|$394,814|—|$394,814|

| SEGAL ADVISORS INC|NONE|$73,728|—|$73,728|

| ELLENOFF GROSSMAN & SCHOLE LLP|NONE|$30,078|—|$30,078|

| WILLIS TOWERS WATSON US LLC|NONE|$12,697|—|$12,697|

| LEGACY PROFESSIONALS LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LEGACY PROFESSIONALS LLP](https://planprovider.pro/provider/legacy-professionals-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $1,599,799

- **Estimated Expense Ratio:** 0.067% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$1,601,727|$1,176,347|—|—|—|

| 2023|$2,003,921|$1,476,377|—|—|—|

| 2022|$1,983,010|$1,477,623|—|—|$28,911|

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