James Mckoane Enterprises 401(k) Retirement Savings Plan
Sponsored by James Mckoane Enterprises Dba Clawson Honda · EIN 952269551 · Plan #001
- Total assets
- $4.7M
- Net assets
- $4.6M
- Active participants
- 283
- With balances
- 248
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Slwa, Llc CRD 309506 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Slwa Llc | Investment advisory (plan), Other fees | $22,887 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $16,529 |
| Cooper Savas Llc | Accounting | $8,750 |
| Orenda Retirement Llc | Contract administrator | $8,087 |
| National Automobile Dealers Associa | Other fees | $2,638 |
| Empower Advisory Group Llc | Investment management | $2,453 |
| Capfinancial Partners Llc Dba Captr | Other fees | $879 |