Stacey Rodgers signed Pearson Education Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pearson Education Inc.'s EIN is 22-1603684.
Download the official 2024 Form 5500 (PDF) for Pearson Education Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pearson Education Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $1.1M | — |
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $395K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $944.2M | 39.8% | |
| [Assets held in pooled separate account] | Other | — | — | $934.6M | 39.4% | |
| BLACKROCK EQUITY INDEX F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3262720 / PN 001 | Common Collective Trust | — | — | $500.2M | 21.1% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $478.9M | 20.2% | |
| T. ROWE US MID CAP GRW EQTY EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 848 | Pooled Separate Account | — | — | $184.6M | 7.8% | |
| GREAT-WEST STABLE VALUE TRUST GREAT-WEST TRUST COMPANY, LLC · EIN 84-1455663 / PN 101 | Common Collective Trust | — | — | $141.9M | 6.0% | |
| BLACKROCK EAFE EQUITY INDEX FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3358162 / PN 001 | Common Collective Trust | — | — | $88.8M | 3.7% | |
| INTERNATIONAL BLEND II EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 534 | Pooled Separate Account | — | — | $86.6M | 3.6% | |
| BLACKROCK U.S. DEBT INDEX FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3291425 / PN 001 | Common Collective Trust | — | — | $86.6M | 3.6% | |
| BLACKROCK EXTENDED EQUITY MARKET FU BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3270116 / PN 001 | Common Collective Trust | — | — | $65.2M | 2.7% | |
| CAPITAL GROUP 2020 TARGET DATE TRST CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 520 | Common Collective Trust | — | — | $51.1M | 2.2% | |
| SMALL CAP GROWTH EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 132 | Pooled Separate Account | — | — | $33.2M | 1.4% | |
| [Assets held in participant loans] | Other | — | — | $14.3M | 0.6% | |
| CAPITAL GROUP 2010 TARGET DATE TRST CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 510 | Common Collective Trust | — | — | $10.5M | 0.4% | |
| CAPITAL GROUP 2030 TARGET DATE TRST CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 530 | Common Collective Trust | — | — | $0 | <0.1% | |
| CAPITAL GROUP 2040 TARGET DATE TRST CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 540 | Common Collective Trust | — | — | $0 | <0.1% | |
| CAPITAL GROUP 2050 TARGET DATE TRST CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 550 | Common Collective Trust | — | — | $0 | <0.1% | |
| CAPITAL GROUP 2060 TARGET DATE TRST CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 560 | Common Collective Trust | — | — | $0 | <0.1% | |
| TIMESSQUARE CIT SMALL CAP GROWTH A GLOBAL TRUST COMPANY · EIN 32-6505859 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
| — |
| NEW YORK, NY |
| NONE |
| $74K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ELLENOFF GROSSMAN & SCHOLE LLP | — | NEW YORK, NY | NONE | $30K | — |
| WILLIS TOWERS WATSON US LLC | — | PITTSBURGH, PA | NONE | $13K | — |