Plan Ledger DOL Form 5500 · updated monthly

Pkl Services, Inc.401(k) + ESOP (KSOP)

PKL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN · POWAY, CA · plan year 2022

Reported admin expense ratio · 2022
0.17%

Pkl Services, Inc. reported $71,537 in plan administrative expenses for 2022: 0.17% of average plan assets, below the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.17% to 0.10%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other professional & technical services employers. By assets it is the 2,073rd-largest of 9,483 plans among California employers on file, and the 3,222nd of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$41,284,671
Participants with balances386
Active participants212
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$106,955
Benefits paid to participants$2,875,127
Plan auditUnmodified (clean) audit opinion
AuditorWITHUM, SMITH AND BROWN, PC
Plan history3
Yearassets · accounts · employer contribution
2024$23.8M · 297 accts
2023$34.2M · 327 accts
2022$41.3M · 386 accts
Administrative expenses, itemized · 2022
Professional / advisory$71,537
Total administrative$71,537
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$28,171 · 0.10%
2023$127,541 · 0.34%
2022$71,537 · 0.17%
All plans at this employer3
PKL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN401(k) + ESOP (KSOP)
PKL SERVICES, INC. CFT 401(K) PLAN401(k)
PKL SERVICES, INC. 401(K) PLAN401(k)
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 470906427 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.