Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PEARSON FINANCIAL ADVISORS
EIN 11-3371742investment bankingLatest filing 2025
Plans
2
Retirement
2
$5.8M assets
Welfare
0
Participants
6
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.8M assets / 6 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PEARSON FINANCIAL ADVISORS PROFIT SHARING PLAN
401k
Assets$4.2M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PEARSON FINANCIAL CASH BALANCE PLAN
CashBalance
Assets$1.6M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PEARSON FINANCIAL ADVISORS PROFIT SHARING PLAN | 401k | $4.2M | 3 | 2025 | |
| 002 | PEARSON FINANCIAL CASH BALANCE PLAN | CashBalance | $1.6M | 3 | 2024 |
Retirement plans