VU TRAN signed James McKoane Enterprises DBA Clawson Honda's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
James McKoane Enterprises DBA Clawson Honda's EIN is 95-2269551.
Download the official 2024 Form 5500 (PDF) for James McKoane Enterprises DBA Clawson Honda from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)James McKoane Enterprises DBA Clawson Honda's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWICH VILLAGE, CO | RECORDKEEPER | $17K | — |
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Northern Trust | Other securities | — | — | $1.3M | 28.6% | |
| Empower Trust | Other securities | — | — | $648K | 13.9% | |
| T Rowe Price | Mutual Funds | — | — | $337K | 7.2% | |
| T Rowe Price | Mutual Funds | — | — | $262K | 5.6% | |
| T Rowe Price | Mutual Funds | — | — | $232K | 5.0% | |
| T Rowe Price | Mutual Funds | — | — | $161K | 3.5% | |
| Northern Trust | Other securities | — | — | $151K | 3.3% | |
| T Rowe Price | Mutual Funds | — | — | $131K | 2.8% | |
| Northern Trust | Other securities | — | — | $130K | 2.8% | |
| Empower Trust | Other securities | — | — | $116K | 2.5% | |
| T Rowe Price | Mutual Funds | — | — | $114K | 2.4% | |
| T Rowe Price | Mutual Funds | — | — | $98K | 2.1% | |
| T Rowe Price | Mutual Funds | — | — | $92K | 2.0% | |
| T Rowe Price | Mutual Funds | — | — | $85K | 1.8% | |
| Fidelity | Mutual Funds | — | — | $85K | 1.8% | |
| American Funds | Mutual Funds | — | — | $73K | 1.6% | |
| Allspring | Other securities | — | — | $72K | 1.5% | |
| Northern Trust | Other securities | — | — | $72K | 1.5% | |
| Participant Loans | Participant loans | — | — | $59K | 1.3% | |
| T Rowe Price | Mutual Funds | — | — | $50K | 1.1% | |
| Northern Trust | Other securities | — | — | $31K | 0.7% | |
| Northern Trust | Other securities | — | — | $31K | 0.7% | |
| Northern Trust | Other securities | — | — | $29K | 0.6% | |
| State Street | Other securities | — | — | $21K | 0.4% | |
| Principal | Other securities | — | — | $7K | 0.2% | |
| Mass Mutual | Other securities | — | — | $7K | 0.1% | |
| T Rowe Price | Mutual Funds | — | — | $264 | <0.1% | |
| DRIVE INCOME FUND GREAT-WEST TRUST · EIN 47-7319764 / PN 111 | Common Collective Trust | — | — | $0 | <0.1% | |
| DRIVE BALANCED FUND GREAT-WEST TRUST · EIN 47-7326992 / PN 110 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name |
|---|
| EIN |
|---|
| Location |
|---|
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| SLWA LLC | — | SAN LUIS OBISPO, CA | INVESTMENT ADVISOR/OTHER | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ORENDA RETIREMENT LLC | — | DULUTH, GA | CONTRACT ADMINISTRATOR | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COOPER SAVAS LLC | — | SALT LAKE CITY, UT | AUDITOR | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL AUTOMOBILE DEALERS ASSOCIA | — | MCLEAN, VA | OTHER | $3K | — |
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | — | RALEIGH, NC | OTHER | $879 | — |
