PKS Advisory Services

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

124

Total plan assets

$7.7M

Filings (rows)

Direct comp

$21K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Exceeding Expectations, Inc. Exceeding Expectations 401(k) Plan · all filings	SARATOGA SPRINGS, NY	Advisor / Consultant	77	$4.1M	$11K	$0
Van JAN Cabarets, Inc. Van JAN Cabarets 401(k) Plan · all filings	SARATOGA SPRINGS, NY	Advisor / Consultant	47	$3.6M	$10K	$0