Plan Snapshot
- Plan Sponsor: Mcdonnell And Mcmahon Pediatric Dentistry, PLLC
- Sponsor EIN: 472651798
- Sponsor Address: 713 PIERCE ROAD, CLIFTON PARK, NY, 12065
- Plan Type: 401(k)
- Total Participants: 125
- Total Assets: $6.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 125 | $6.6M | $100,000 | $386,688 |
| 2023 | 107 | $5.6M | $98,413 | $439,426 |
| 2022 | 98 | $4.4M | $361,555 | $359,574 |
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 |
|---|---|---|---|---|
| PREVAIL INNOVATIVE WEALTH ADVISORS | SERVICE PROVIDER | — | $15,000 | $15,000 |
| HM&M GROUP, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PREVAIL INNOVATIVE WEALTH ADVISORS — SERVICE PROVIDER
- HM&M GROUP, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,000
- Estimated Expense Ratio: 0.229% 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 | $32,374 | — | $32,124 | — | — |
| 2023 | $12,445 | — | $12,445 | — | — |
| 2022 | $1,663 | — | $1,663 | — | — |