# Pearson Education, INC. DB Plan
Source: https://planprovider.pro/companies/pearson-education-inc-plan-003

> Pearson Education, INC.'s DB plan: 88 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:** DB

- **Total Participants:** 88

- **Total Assets:** $65.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|88|$65.6M|$0|$0|

| 2023|322|$91.9M|$16.0M|$0|

| 2022|374|$82.0M|$0|$0|

## 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|

| LEGACY PROFESSIONALS LLP|Auditor|$36,000|—|$36,000|

### 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:** $36,000

- **Estimated Expense Ratio:** 0.055% 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|$2,062,241|$208,715|—|$36,000|—|

| 2023|$2,116,874|$235,835|—|$17,250|—|

| 2022|$2,091,530|—|—|—|—|

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