# Pkl Services, INC. DC Plan
Source: https://planprovider.pro/companies/pkl-services-inc-plan-003

> Pkl Services, INC.'s DC plan: 370 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/withumsmithbrown-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|

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