Plan Snapshot
- Plan Sponsor: James Mckoane Enterprises Dba Clawson Honda
- Sponsor EIN: 952269551
- Sponsor Address: 6346 NORTH BLACKSTONE, FRESNO, CA, 93710
- Plan Type: 401(k)
- Total Participants: 283
- Total Assets: $4.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 283 | $4.7M | $231,500 | $589,501 |
| 2023 | 287 | $4.5M | $319,128 | $637,025 |
| 2022 | 181 | $4.3M | $231,488 | $541,942 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SLWA LLC | INVESTMENT ADVISOR/OTHER | $22,887 | — | $22,887 |
| EMPOWER ANNUITY INS CO OF AMERICA | RECORDKEEPER | $16,529 | — | $16,529 |
| COOPER SAVAS LLC | AUDITOR | $8,750 | — | $8,750 |
| ORENDA RETIREMENT LLC | CONTRACT ADMINISTRATOR | $8,087 | — | $8,087 |
| TRAILBREAKER ACCOUNTING PLLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,253
- Estimated Expense Ratio: 1.209% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $51,666 | — | $51,666 | — | — |
| 2023 | $34,977 | — | $34,977 | — | — |
| 2022 | $4,105 | — | $4,105 | — | — |