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

Top plans served

All 2 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
EXCEEDING EXPECTATIONS, INC. EXCEEDING EXPECTATIONS 401(K) PLAN	SARATOGA SPRINGS, NY	Advisor / Consultant ADVISOR	77	$4.1M	$11K
VAN JAN CABARETS, INC. VAN JAN CABARETS 401(K) PLAN	SARATOGA SPRINGS, NY	Advisor / Consultant ADVISOR	47	$3.6M	$10K