Plan Ledger DOL Form 5500 · updated monthly

McDonnell and McMahon Pediatric Dentistry, PLLC401(k)

SMILE LODGE RETIREMENT PLAN · CLIFTON PARK, NY · plan year 2024

Reported admin expense ratio · 2024
0.53%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

McDonnell and McMahon Pediatric Dentistry, PLLC reported $32,374 in plan administrative expenses for 2024: 0.53% of average plan assets, above the peer median. Employer contributions averaged $800 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.04% to 0.53%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New York (4,150th of 5,648), and 7,073rd of 11,911 in health care & social assistance. In 2024, employees put in $3.87 for every $1.00 the employer contributed; active participation has grown from 98 to 125 since 2022.

Plan summary
Net assets, end of year$6,557,828
Participants with balances125
Active participants125
Employer contributions$100,000
Employee contributions$386,688
Employer contribution per active participant$800
Average account balance$52,463
Benefits paid to participants$254,168
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.6M · 125 accts · $100K emplr
2023$5.5M · 138 accts · $98K emplr
2022$4.4M · 132 accts · $362K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,124
Total administrative$32,374
The McDonnell and McMahon Pediatric Dentistry, PLLC 401(k) match · 2024
Employer contribution per active participant$800
Median for plans this size$1,313
2024$800 per active participant
2023$920 per active participant
2022$3,689 per active participant

McDonnell and McMahon Pediatric Dentistry, PLLC's 2024 employer contribution ran below the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
PREVAIL INNOVATIVE WEALTH ADVISORSindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$32,374 · 0.53%
2023$12,445 · 0.25%
2022$1,663 · 0.04%
Same employer
Similar plansHealth Care & Social Assistance · New York
Tri-County Care, LLC NY$6.8M · 1.30%
Baptist Health System NY$6.7M · 0.44%
Brylin Hospitals, Inc. NY$6.6M · 0.44%
Epic Long Island, Inc. NY$6.5M · 0.64%

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Source: U.S. Department of Labor, Form 5500 series, EIN 472651798 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.