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Original filing (PDF)20251013071755NAL0001443248001
MCDONNELL AND MCMAHON PEDIATRIC DENTISTRY, PLLC
Form 5500
FILING_RECEIVED
SMILE LODGE RETIREMENT PLAN
401(k) retirement plan
Signals · 2
31% in single holdingNo recordkeeper disclosed
Active participants
125
Accounts w/ balance
125
Plan assets (EOY)
$6.6M
Net assets (EOY)
$6.6M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
84
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "SStr Target Retire 2060 K Pooled separate accounts" is 31% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCDONNELL AND MCMAHON PEDIATRIC DENTISTRY, PLLC.
Plan sponsor
Name
MCDONNELL AND MCMAHON PEDIATRIC DENTISTRY, PLLC
EIN
47-2651798
Address
713 PIERCE ROAD · CLIFTON PARK, NY · 12065
Phone
(518) 373-1181
Industry
Offices of Dentists· Health Care & Social Assistancesee 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
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
HM&M GROUP, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PREVAIL INNOVATIVE WEALTH ADVISORS | 82-1443118 | — | SERVICE PROVIDER | $0 | — |
Investments
30 direct securities · 1 pooled fund· $12.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$6.4M
30 holdings
Pooled Separate Account
$6.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $6.2M | 94.6% | |
| SStr Target Retire 2060 K Pooled separate accounts | — | — | — | $2.0M | 30.9% | |
| Fidelity 500 Index Fund Pooled separate accounts | — | — | — | $1.7M | 25.7% | |
| SStr Target Retire 2055 K Pooled separate accounts | — | — | — | $909K | 13.9% | |
| SStr Target Retire 2050 K Pooled separate accounts | — | — | — | $831K | 12.7% | |
| Voya Fixed Account (4634) Insurance company general account | — | — | — | $252K | 3.9% | |
| SStr Target Retire 2040 K Pooled separate accounts | — | — | — | $151K | 2.3% | |
| SStr Target Retire 2025 K Pooled separate accounts | — | — | — | $77K | 1.2% | |
| Fidelity Lg C Val Ind Fd Pooled separate accounts | — | — | — | $69K | 1.1% | |
| St Str Target Retire 2065 F K Pooled separate accounts | — | — | — | $68K | 1.0% | |
| SStr Target Retire 2045 K Pooled separate accounts | — | — | — | $65K | 1.0% | |
| StateSt Trgt Retirement K Pooled separate accounts | — | — | — | $52K | 0.8% | |
| DFA Real Estate Secs Port Ins Pooled separate accounts | — | — | — | $51K | 0.8% | |
| DFA US Large Cap Gr Port Ins Pooled separate accounts | — | — | — | $44K | 0.7% | |
| SStr Target Retire 2030 K Pooled separate accounts | — | — | — | $25K | 0.4% | |
| Victory RS Global Fund R6 Pooled separate accounts | — | — | — | $24K | 0.4% | |
| SStr Target Retire 2020 K Pooled separate accounts | — | — | — | $21K | 0.3% | |
| DFA US Small Cap Portfolio Ins Pooled separate accounts | — | — | — | $16K | 0.3% | |
| DFA US Small Cap Gr Port Ins Pooled separate accounts | — | — | — | $13K | 0.2% | |
| DFA US Targeted Vl Port Ins Pooled separate accounts | — | — | — | $11K | 0.2% | |
| SStr Target Retire 2035 K Pooled separate accounts | — | — | — | $10K | 0.2% | |
| American Funds Con G&I Pt R6 Pooled separate accounts | — | — | — | $7K | 0.1% | |
| DFA Emrg Mkts Core Eqty Pt Ins Pooled separate accounts | — | — | — | $7K | 0.1% | |
| Voya Gv Mny Mkt F A (Hld Acct) Pooled separate accounts | — | — | — | $6K | <0.1% | |
| JPMorgan Core Bond Fund R6 Pooled separate accounts | — | — | — | $6K | <0.1% | |
| JPMorgan Mid Cap Growth Fd R6 Pooled separate accounts | — | — | — | $4K | <0.1% | |
| DFA US Vector Equity Port Ins Pooled separate accounts | — | — | — | $4K | <0.1% | |
| American Funds Intl Vntg F R6 Pooled separate accounts | — | — | — | $3K | <0.1% | |
| Principal High Yield Fnd R6 Pooled separate accounts | — | — | — | $2K | <0.1% | |
| MFS International Grw Fund R6 Pooled separate accounts | — | — | — | $2K | <0.1% | |
| DFA Global Real Est Sec Pt Ins Pooled separate accounts | — | — | — | $2K | <0.1% |