Plan Snapshot
- Plan Sponsor: The Pearson Companies, INC.
- Sponsor EIN: 541299872
- Sponsor Address: 9530 MIDLOTHIAN PIKE, RICHMOND, VA, 23235
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 488
- Total Assets: $0
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 | 488 | $0 | $0 | $0 |
| 2023 | 497 | $0 | $0 | $0 |
| 2022 | 664 | $0 | $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 |
|---|---|---|---|---|
| ANTHEM HEALTH PLANS OF VIRGINIA DBA | Recordkeeper | $37,080 | $264,902 | $301,982 |
| INGENIORX, INC. | Other Service Provider | — | $292,503 | $292,503 |
| DMANAGED BENEFITS, INC. | Investment Advisor | — | $95,295 | $95,295 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANTHEM HEALTH PLANS OF VIRGINIA DBA — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $689,780
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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |