# James Mckoane Enterprises Dba Clawson Honda 401(k) Plan
Source: https://planprovider.pro/companies/james-mckoane-enterprises-dba-clawson-honda-401k-plan

> James Mckoane Enterprises Dba Clawson Honda's 401(k) plan: 283 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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