Plan Ledger DOL Form 5500 · updated monthly

James McKoane Enterprises dba Clawson Honda401(k)

JAMES MCKOANE ENTERPRISES 401(K) RETIREMENT SAVINGS PLAN · FRESNO, CA · plan year 2024

Reported admin expense ratio · 2024
1.14%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

James McKoane Enterprises dba Clawson Honda reported $51,666 in plan administrative expenses for 2024: 1.14% of average plan assets, higher than ~75% of peers. Employer contributions averaged $818 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.09% to 1.14%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in California (7,135th of 9,483), and 3,881st of 5,215 in retail trade. In 2024, employees put in $2.55 for every $1.00 the employer contributed; active participation has grown from 181 to 283 since 2022.

Plan summary
Net assets, end of year$4,613,808
Participants with balances248
Active participants283
Employer contributions$231,500
Employee contributions$589,501
Employer contribution per active participant$818
Average account balance$18,604
Benefits paid to participants$1,190,528
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.6M · 248 accts · $232K emplr
2023$4.5M · 271 accts · $319K emplr
2022$4.3M · 240 accts · $231K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$51,666
Total administrative$51,666
The James McKoane Enterprises dba Clawson Honda 401(k) match · 2024
Employer contribution per active participant$818
Median for plans this size$1,313
2024$818 per active participant
2023$1,112 per active participant
2022$1,279 per active participant

James McKoane Enterprises dba Clawson Honda's 2024 employer contribution ran below the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20247
SLWA LLC · Investment advisory (plan)$22,887
COOPER SAVAS LLC · Accounting / audit$8,750
ORENDA RETIREMENT LLC · Contract administrator$8,087
NATIONAL AUTOMOBILE DEALERS ASSOCIA$2,638
EMPOWER ADVISORY GROUP LLC · Investment management$2,453
CAPFINANCIAL PARTNERS LLC DBA CAPTR$879

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$51,666 · 1.14%
2023$34,977 · 0.80%
2022$4,105 · 0.09%
Same employer
Similar plansRetail Trade · California
The Bouqs Company CA$4.7M · 1.18%
Sports Basement CA$4.6M · 0.02%
Lolas Market, Inc. CA$4.6M · 0.89%
Johnny Was, LLC CA$4.5M · 0.86%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952269551 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.