Plan Snapshot
- Plan Sponsor: Pkl Services, INC.
- Sponsor EIN: 470906427
- Sponsor Address: 14265 DANIELSON ST., STE. C-1, POWAY, CA, 92064
- Plan Type: 401(k)
- Total Participants: 59
- Total Assets: $7.5M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 59 | $7.5M | $103,057 | $551,849 |
| 2023 | 141 | $8.0M | $85,751 | $716,220 |
| 2022 | 228 | $7.3M | $81,095 | $842,726 |
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 |
|---|---|---|---|---|
| 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: $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 | $52,465 | — | $52,465 | — | — |
| 2023 | $35,222 | — | $35,222 | — | — |
| 2022 | $30,295 | — | $30,295 | — | — |