# Pk Management LLC 401(k) Plan
Source: https://planprovider.pro/companies/pk-management-llc-401k-plan

> Pk Management LLC's 401(k) plan: 423 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pk Management LLC

- **Sponsor EIN:** 261291107

- **Sponsor Address:** 25 WOODS LAKE RD STE 714, GREENVILLE, SC, 296072765

- **Plan Type:** 401(k)

- **Total Participants:** 423

- **Total Assets:** $16.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|423|$16.9M|$579,148|$1.1M|

| 2023|357|$14.7M|$543,284|$1.0M|

| 2022|383|$12.6M|$627,490|$1.1M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| DAUBY O'CONNOR & ZALESKI, LLC|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$98,144|$93,358|$3,926|—|—|

| 2023|$85,966|$81,158|$3,828|—|—|

| 2022|$84,703|$80,693|$4,010|—|—|

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