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 a frozen benefit (no new accruals), a defined-benefit pension formula, a cash-balance formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL ADVISORS | 12-2646110 | NEW YORK, NY | INVESTMENT ADVISORY | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WTW | 53-0181291 | NEW YORK, NY | ACTUARY | $917K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Intermediate Duration Credit Fund | Other securities | — | $35.2M | $32.1M | 48.8% | |
| Long Duration Credit Fund | Other securities | — | $12.0M | $11.7M | 17.8% | |
| Global Managed Volatility Fund | Other securities | — | $8.4M | $8.0M | 12.1% | |
| Zero coupon, due 11/15/34 | Other securities | — | $5.4M | $5.4M | 8.3% | |
| Zero coupon, due 11/15/38 | Other securities | — | $2.7M | $2.6M | 4.0% | |
| Zero coupon, due 11/15/30 | Other securities | — | $2.5M | $2.6M | 3.9% | |
| SEI CORE PROP COLLECTIVE INV TRUST SEI TRUST COMPANY · EIN 27-3224429 / PN 045 | Common Collective Trust | — | $853K | $2.1M | 3.2% | |
| SEI Government Fund | Other securities | — | $1.0M | $1.0M | 1.5% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JP MORGAN CHASE | — | NEW YORK, NY | NONE | $389K | — |
| SEI INVESTMENT COMPANY | 23-1707341 | OAKS, PA | NONE | $196K | — |
| ELLENOFF GROSSMAN & SCHOLE LLP | — | NEW YORK, NY | NONE | $64K | — |
| LEGACY PROFESSIONALS LLP | — | WESTCHESTER, IL | NONE | $18K | — |
