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Original filing (PDF)20251007140636NAL0011506098001
R. A. PEARSON COMPANY
Form 5500
FILING_RECEIVED
PEARSON PACKAGING SYSTEMS 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
180
Accounts w/ balance
307
Plan assets (EOY)
$29.3M
Net assets (EOY)
$29.3M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for R. A. PEARSON COMPANY.
Plan sponsor
Name
R. A. PEARSON COMPANY
EIN
91-0827518
Address
8120 WEST SUNSET HIGHWAY · SPOKANE, WA · 99224
Phone
(509) 838-6226
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $17K | — |
Investments
21 direct securities · 1 pooled fund· $25.4M(87% of reported assets)
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.
Uncategorized
$22.5M
20 holdings
Mutual Funds
$1.9M
1 holding
Common Collective Trust
$923K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund Mutual fund | — | — | — | $6.3M | 21.5% | |
| Vanguard Target Retirement 2045 Fund Mutual fund | — | — | — | $3.0M | 10.3% | |
| Vanguard Target Retirement 2050 Fund Mutual fund | — | — | — | $2.3M | 7.9% | |
| Vanguard 500 Index Fund Investor Shares Mutual fund | — | — | — | $2.0M | 6.7% | |
| s * Vanguard Target Retirement 2025 Fund Mutual fund | Mutual Funds | — | — | $1.9M | 6.6% | |
| Vanguard Growth Index Fund Investor Shares Mutual fund | — | — | — | $1.9M | 6.5% | |
| Vanguard Target Retirement 2060 Fund Mutual fund | — | — | — | $1.7M | 5.9% | |
| Vanguard Target Retirement 2055 Fund Mutual fund | — | — | — | $1.4M | 4.9% | |
| Vanguard Target Retirement Income Mutual fund | — | — | — | $1.0M | 3.5% | |
| VFTC RETIREMENT SAVINGS TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-5436422 / PN 022 | Common Collective Trust | — | — | $923K | 3.2% | |
| Vanguard Value Index Fund Admiral Shares Mutual fund | — | — | — | $456K | 1.6% | |
| Vanguard Small-Cap Growth Index Fund, Inv. Shares Mutual fund | — | — | — | $431K | 1.5% | |
| Vanguard Mid-Cap Index Fund Investor Shares Mutual fund | — | — | — | $360K | 1.2% | |
| Vanguard Target Retirement 2020 Fund Mutual fund | — | — | — | $306K | 1.0% | |
| Vanguard Target Retirement 2065 Fund Mutual fund | — | — | — | $299K | 1.0% | |
| Vanguard International Value Fund Mutual fund | — | — | — | $244K | 0.8% | |
| Vanguard Small-Cap Value Index Fund Mutual fund | — | — | — | $205K | 0.7% | |
| Vanguard Total Bond Market Index Fund Investor Shares Mutual fund | — | — | — | $187K | 0.6% | |
| maturing through December 2029 | — | — | — | $124K | 0.4% | |
| Vanguard Real Estate Index Fund Investor Shares Mutual fund | — | — | — | $123K | 0.4% | |
| Vanguard Inflation-Protected Securities Fund: Inv Shares Mutual fund | — | — | — | $76K | 0.3% | |
| Vanguard Cash Reserve Federal MM Fund Mutual fund | — | — | — | $50K | 0.2% |
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