# Mcdonnell And Mcmahon Pediatric Dentistry, PLLC 401(k) Plan
Source: https://planprovider.pro/companies/mcdonnell-and-mcmahon-pediatric-dentistry-pllc-401k-plan

> Mcdonnell And Mcmahon Pediatric Dentistry, PLLC's 401(k) plan: 125 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/prevail-innovative-wealth-advisors-llc) — SERVICE PROVIDER

- [HM&M GROUP, LLC](https://planprovider.pro/provider/hmandm-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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/mcdonnell-and-mcmahon-pediatric-dentistry-pllc-401k-plan)

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