Assets by plan
Share of aggregate retirement assets
- INC. CFT 401(K) (#003)$20.0M
Filings through .
PKL Services, Inc.
EIN 47-0906427aviation & aerospaceLatest filing 2025
Plans
4
Retirement
3
$48.4M assets
Health & Benefits
1
$1.8M premiums
Participants
1,129
14265 DANIELSON ST., STE. C-1 - POWAY, CA 92064858-679-1755pklservices.comLinkedIn201-500 employeesaviation & aerospace
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
3 plans aggregated / $48.4M assets / 685 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.8M premiums / 517 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.4M
- Dental$1.4M
- Vision$1.4M
- Prescription drug$1.4M
- Other$402K
- Life$309K
- +2 more
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
PKL SERVICES, INC. CFT 401(K) PLAN
401(k)
Assets$20.0M
Participants289
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
PKL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
401(k)
Assets$20.0M
Participants204
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
PKL SERVICES, INC. 401(K) PLAN
401(k)
Assets$8.4M
Participants192
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
PKL SERVICES, INC. HEALTH AND WELFARE PLAN
Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.8M
Covered lives517
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | PKL SERVICES, INC. CFT 401(K) PLAN | 401(k) | $20.0M | 289 | 2025 |
| #002 | PKL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | 401(k) | $20.0M | 204 | 2025 |
| #004 | PKL SERVICES, INC. 401(K) PLAN | 401(k) | $8.4M | 192 | 2025 |
- #003 · 401(k) · 2025289
- #002 · 401(k) · 2025204
- #004 · 401(k) · 2025192
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | PKL SERVICES, INC. HEALTH AND WELFARE PLAN | Fully insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.8M | 517 | 2025 |
- #501 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025517
Retirement plans
Health & Benefits plans