Pks Financial Services Inc
Albany, NY
Pks Financial Services Inc of Albany, NY is the broker of record on 10 Form 5500 Schedule A filings covering 7 employer benefit plans across 5 states, with $175,437 in reported broker commissions (plan year 2025).
Quick answer
Pks Financial Services Inc (Albany, NY) is the broker of record for 7 employer benefit plan sponsors on 10 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Pks Financial Services Inc have?
- Pks Financial Services Inc is named as broker on Form 5500 Schedule A filings for 7 distinct plan sponsors in 5 states.
- Who are Pks Financial Services Inc's largest employer clients?
- By plan participants, the largest include Mc2 Civil, LLC (358 participants), Kipling Street Academy Inc. (133 participants) and Transtecs Corporation (131 participants).
- How much does Pks Financial Services Inc earn in commissions?
- Insurers reported $175,437 in broker commissions and $9,353 in fees paid to Pks Financial Services Inc for plan year 2025, per Schedule A Part 1.
- Where is Pks Financial Services Inc located?
- Pks Financial Services Inc is based in Albany, NY and has employer clients in 5 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Pks Financial Services Inc on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Mc2 Civil, LLC | TX | 358 | 2024-12-31 |
| Kipling Street Academy Inc. | TX | 133 | 2022-12-31 |
| Transtecs Corporation | KS | 131 | 2025-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.