Plan Snapshot
- Plan Sponsor: Pkl Services, INC.
- Sponsor EIN: 470906427
- Sponsor Address: 14265 DANIELSON ST., STE. C-1, POWAY, CA, 92064
- Plan Type: DC
- Total Participants: 370
- Total Assets: $16.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 370 | $16.4M | $998,398 | $1.4M |
| 2023 | 434 | $13.0M | $726,144 | $1.5M |
| 2022 | 327 | $10.4M | $475,202 | $1.2M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $69,288 | — | $69,288 |
| BENEFIT ASSOCIATES, INC. | OTHER SERVICES | — | $7,163 | $7,163 |
| WITHUM, SMITH AND BROWN, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUM, SMITH AND BROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $76,451
- Estimated Expense Ratio: 0.465% of plan assets
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 | $69,288 | — | $69,288 | — | — |
| 2023 | $55,033 | — | $55,033 | — | — |
| 2022 | $45,108 | — | — | — | $45,108 |