PKL Services, Inc.'s EIN is 47-0906427.
Download the official 2024 Form 5500 (PDF) for PKL Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)PKL Services, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $52K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Blackrock Ishares S&P 500 Index K | Common Collective Trusts | — | — | $953K | 12.7% | |
| Blackrock Ishares US Aggregate Bond Index K | Other securities | — | — | $839K | 11.2% | |
| JP Morgan 2030 R6 Fund | Other securities | — | — | $753K | 10.1% | |
| Pioneer Equity Income Fund | Other securities | — | — | $623K | 8.3% | |
| JP Morgan Income R6 Fund | Other securities | — | — | $512K | 6.9% | |
| PGIM Investments Global Total Return R6 Fund | Other securities | — | — | $354K | 4.7% | |
| JP Morgan 2045 R6 Fund | Other securities | — | — | $325K | 4.4% | |
| Blackrock Ishares MSCI EAFE International Index K Fund | Other securities | — | — | $267K | 3.6% | |
| Blackrock Ishares US Aggregate Bond Index K | Other securities | — | — | $260K | 3.5% | |
| Vanguard Group Fed Money Market Investment Fund | Mutual Funds | — | — | $234K | 3.1% | |
| Blackrock Ishares Russel 2000 Small-Cap Index K | Other securities | — | — | $225K | 3.0% | |
| Columbia Funds Select Mid Capital Value I3 Fund | Other securities | — | — | $224K | 3.0% | |
| First Eagle Overseas R6 Fund | Other securities | — | — | $219K | 2.9% | |
| Blackrock Ishares Russel Mid-Cap Index K | Other securities | — | — | $209K | 2.8% | |
| JP Morgan Mid Cap Growth R6 Fund | Other securities | — | — | $180K | 2.4% | |
| American Century Investments Inflation Adjusted Bond R5 Fund 26 American Century Investments Emerging Markets Bond R6 Fund | Other securities | — | — | $164K | 2.2% | |
| JP Morgan 2050 R6 Fund | Other securities | — | — | $147K | 2.0% | |
| Victory Fund Small Cap Growth R6 Fund | Other securities | — | — | $139K | 1.9% | |
| PRIN REAL ESTATE SECS SEPARATE ACCT PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $125K | 1.7% | |
| JP Morgan 2025 R6 Fund | Other securities | — | — | $106K | 1.4% | |
| JP Morgan 2040 R6 Fund | Other securities | — | — | $101K | 1.3% | |
| American Century Investments Ultra R6 Fund | Other securities | — | — | $91K | 1.2% | |
| JP Morgan 2035 R6 Fund | Other securities | — | — | $90K | 1.2% | |
| Main Stay Funds High Yield Corporate Bond R6 | Other securities | — | — | $89K | 1.2% | |
| JP Morgan 2060 R6 Fund | Other securities | — | — | $85K | 1.1% | |
| JP Morgan 2055 R6 Fund | Other securities | — | — | $40K | 0.5% | |
| Ivy Investment Management Science and Technology I Fund | Other securities | — | — | $29K | 0.4% | |
| The American Funds Washington Mutual Inv R6 Fund | Mutual Funds | — | — | $25K | 0.3% | |
| The American Funds Euro Pacific Growth R6 Fund | Mutual Funds | — | — | $22K | 0.3% | |
| from Participants dates through November 2029 | Other securities | — | — | $20K | 0.3% | |
| JP Morgan 2065 R6 Fund | Other securities | — | — | $10K | 0.1% | |
| Columbia Funds Small Capital Value II I3 Fund | Other securities | — | — | $8K | 0.1% | |
| PGIM Investments Total Return Bond R6 Fund | Other securities | — | — | $8K | 0.1% | |
| JP Morgan 2020 R6 Fund | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
