Original filing (PDF)20250625115713NAL0019310962001

PEARSON INSURANCE & FINANCIAL SERVICES INC

Name: PEARSON INSURANCE & FINANCIAL SERVICES INC — PEARSON INS & FIN SVCS 401(K) PLAN, Form 5500 (2024)
Creator: PEARSON INSURANCE & FINANCIAL SERVICES INC

Form 5500-SF

FILING_RECEIVED

PEARSON INS & FIN SVCS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$391K

Net assets (EOY)

$391K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

PEARSON INSURANCE & FINANCIAL SERVICES INC

EIN

88-2115776

Address

469 FM 1488 #102 · CONROE, TX · 77384

Phone

(936) 321-4900

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator