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Original filing (PDF)20250905152125NAL0035857586001
PIERSON FERDINAND LLP
Form 5500
FILING_RECEIVED
PIERSON FERDINAND LLP 401(K) PLAN
401(k) retirement plan
Signals · 2
70% in single holdingNo recordkeeper disclosed
Active participants
230
Accounts w/ balance
189
Plan assets (EOY)
$14.7M
Net assets (EOY)
$14.7M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Contribution Account Ascensus Trust Company 0" is 70% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (7 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PIERSON FERDINAND LLP.
Plan sponsor
Name
PIERSON FERDINAND LLP
EIN
93-3416937
Address
2095 HWY 211 NW · 2G #353 · BRASELTON, GA · 30517
Phone
(312) 877-3637
Industry
Law Offices· Professional & Technical Servicessee 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
2025-09-05
Pension benefit codes
2A · Age/service weighted or new comparability
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BONADIO & CO 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 | $10K | — |
Investments
28 direct securities· $13.7M(94% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Contribution Account Ascensus Trust Company 0 | — | — | — | $9.6M | 65.3% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $903K | 6.2% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $556K | 3.8% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $457K | 3.1% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $440K | 3.0% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $392K | 2.7% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $219K | 1.5% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $190K | 1.3% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $164K | 1.1% | |
| Vanguard Extended Market Index Adm Vanguard 0 | — | — | — | $127K | 0.9% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $116K | 0.8% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 90 Vanguard Target Retirement 2065 Fund Vanguard 0 415 Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $85K | 0.6% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $77K | 0.5% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $62K | 0.4% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $57K | 0.4% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $52K | 0.4% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $32K | 0.2% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $31K | 0.2% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $31K | 0.2% | |
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $28K | 0.2% | |
| Vanguard Total Intl Bond Index Adm Vanguard 0 | — | — | — | $28K | 0.2% | |
| Vanguard S-T Infl-Prot Sec Idx Adm Vanguard 0 | — | — | — | $27K | 0.2% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $25K | 0.2% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $22K | 0.2% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $20K | 0.1% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $19K | 0.1% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $12K | <0.1% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $11K | <0.1% |
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