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Original filing (PDF)20250912092531NAL0001185441001
JIM KOONS MANAGEMENT COMPANY, INC.
Form 5500
FILING_RECEIVED
KOONS AUTOMOTIVE GROUP RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 2
35% in single holding~4130 bps in Sched C fees
Active participants
342
Accounts w/ balance
10
Plan assets (EOY)
$257K
Net assets (EOY)
$257K
How this plan invests
This plan
1 pooled trust
Schedule D
12 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
82
Total plan cost
65
Vendor stack
100
Participation health
65
Knocking points off
- Top holding "MFS MFS Growth R6 N/R" is 35% of plan.
- 4130 bps in Schedule C fees — 2514% above peer band of 158 bps.
- Only 3% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JIM KOONS MANAGEMENT COMPANY, INC..
Plan sponsor
Name
JIM KOONS MANAGEMENT COMPANY, INC.
EIN
52-1476401
Address
2000 CHAIN BRIDGE ROAD · VIENNA, VA · 22182
Phone
(703) 448-7229
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-12
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $10K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISORS LLC | 36-3258176 | — | ADVISOR | $85K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | 30-1413443 | — | ACCOUNTANT/AUDITOR | $11K | — |
Investments
12 direct securities · 1 pooled fund· $259K(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$257K
12 holdings
Common Collective Trust
$2K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MFS Growth R6 N/R | — | — | — | $91K | 35.2% | |
| Fidelity Investments Fidelity Government Money Market N/R | — | — | — | $50K | 19.5% | |
| Franklin Templeton Investments Franklin Small Cap Growth Advantage N/R | — | — | — | $42K | 16.5% | |
| American Funds AF Europac Growth R6 N/R | — | — | — | $36K | 13.9% | |
| MFS International Value N/R | — | — | — | $9K | 3.4% | |
| American Funds AF 2045 Target Date Retirement Fund N/R | — | — | — | $8K | 3.2% | |
| American Funds AF 2060 Target Date Retirement Fund N/R | — | — | — | $7K | 2.6% | |
| PGIM Funds PGIM Total Return Bond N/R | — | — | — | $5K | 1.9% | |
| American Funds AF 2050 Target Date Retirement Fund N/R | — | — | — | $3K | 1.3% | |
| Hartford Mutual Funds Hartford Equity Income N/R | — | — | — | $2K | 0.9% | |
| JPMorgan JP Morgan Mid Cap Growth Fund N/R | — | — | — | $2K | 0.9% | |
| Fidelity Investments Fidelity Advisor Stable Value Portfolio N/R | — | — | — | $2K | 0.7% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $2K | 0.7% |