How big is Pearson Financial Advisors' plan?

Pearson Financial Advisors' plan reported $3.7M in assets and 3 participants for 2024.

Original filing (PDF)20250820063905NAL0001503427001

Pearson Financial Advisors

Name: Pearson Financial Advisors — Pearson Financial, Form 5500 (2024)
Creator: Pearson Financial Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pearson Financial Advisors Profit Sharing Plan

401(k) retirement plan · Pearson Financial Advisors' Pearson Financial Advisors Profit Sharing Plan held $3.7M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

Plan identifiers

Pearson Financial Advisors' EIN is 11-3371742.

EIN 11-3371742

Plan number 001

Plan year 2024

ACK ID 20250820063905NAL0001503427001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pearson Financial Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pearson Financial Advisors' plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PEARSON FINANCIAL ADVISORS.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score