John Pearson III signed Pearson Ford, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pearson Ford, Inc.'s EIN is 35-1053374.
Download the official 2023 Form 5500 (PDF) for Pearson Ford, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Pearson Ford, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 ANNUITY INSURANCE COMPANY | — | GREENWOOD, CO | RECORDKEEPER | $2K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT COMPANY | $180 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $2.1M | 98.5% | |
| Mass Mutual Vanguard 500 Index ADM | Common Collective Trusts | — | — | $309K | 14.7% | |
| Mass Mutual Select T. Rowe Price Retire 2050 I | Other securities | — | — | $252K | 12.0% | |
| Mass Mutual Select T. Rowe Price Retire 2035 I | Other securities | — | — | $208K | 9.9% | |
| Mass Mutual Select T. Rowe Price Retire 2055 I | Other securities | — | — | $152K | 7.2% | |
| Mass Mutual Select T. Rowe Price Retire 2045 I | Other securities | — | — | $147K | 7.0% | |
| Mass Mutual Select T. Rowe Price Retire 2030 I | Other securities | — | — | $146K | 6.9% | |
| Mass Mutual Select T. Rowe Price Retire 2040 I | Other securities | — | — | $135K | 6.4% | |
| Mass Mutual Select T. Rowe Price Retire 2060 I | Other securities | — | — | $122K | 5.8% | |
| Mass Mutual American Funds Euro Pacific Growth Class R6 | Mutual Funds | — | — | $97K | 4.6% | |
| Mass Mutual J. P. Morgan Large Cap Growth R6 | Other securities | — | — | $83K | 4.0% | |
| Mass Mutual Vanguard Small Cap Index ADM | Mutual Funds | — | — | $68K | 3.2% | |
| Mass Mutual Select T. Rowe Price Retire 2025 I | Other securities | — | — | $66K | 3.1% | |
| Mass Mutual DFA Emerging Markets Core Equity I | Mutual Funds | — | — | $64K | 3.0% | |
| Mass Mutual Fidelity Advisor Total Bond Z | Mutual Funds | — | — | $56K | 2.6% | |
| Mass Mutual Equity Opports I | Other securities | — | — | $39K | 1.8% | |
| Notes receivable from Loans to participants, various maturities, participants interest rates ranging 5.00% to 10.50% | Bonds / Notes | — | — | $33K | 1.5% | |
| Mass Mutual Fidelity International Index | Mutual Funds | — | — | $32K | 1.5% | |
| Mass Mutual J. P. Morgan US Government Money Market Inst | Cash / Money Market | — | — | $32K | 1.5% | |
| Mass Mutual Select T. Rowe Price Retire 2020 I | Other securities | — | — | $21K | 1.0% | |
| Mass Mutual Delaware Small Cap Core R6 | Other securities | — | — | $19K | 0.9% | |
| Mass Mutual Select T. Rowe Price Retire 2015 I | Other securities | — | — | $15K | 0.7% | |
| Mass Mutual T. Rowe Price Retire Balance I | Other securities | — | — | $10K | 0.5% | |
| Mass Mutual Select T. Rowe Price Retire 2010 I | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 35-1588335 |
| — |
| INVESTMENT ADVISOR |
| $13K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLAN CONCEPTS & SERVICES | 35-2091834 | — | TPA/CONTACT ADMIN | $7K | — |
