Filings through Oct 24, 2026.

Retirement plan

Sachem Dental Group, LLP 401(k) Profit Sharing Plan

Name: SACHEM DENTAL GROUP, LLP - SACHEM DENTAL GROUP, LLP 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: SACHEM DENTAL GROUP, LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SACHEM DENTAL GROUP, LLP 401(K) PROFIT SHARING PLAN, SACHEM DENTAL GROUP, LLP

Sachem Dental Group, LLPEIN 11-2547652Plan #002PY 2025

469 HAWKINS AVENUE - LAKE RONKONKOMA, NY 11779631-588-3674sachemdental.comLinkedIn11-50 employeesmedical practice

Prospect flagsHigh feesFew collective trustsFund lineup: 12 funds, $18.2M

How to read this page

Total assets (EOY)

$22.6M

+20.6% from 2024

Total participants

225

+5.6% from 2024

Average account balance

$102,582

+16.8% from 2024

Annual return

18.78%

+6.48 pp from 2024

Benchmarks

See 6,152 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort6,152 peers

Snapshot2025

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Analytics

See the 10-year trajectory with Pro.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
LINCOLN FINANCIAL ADVISORS CORP11+ years Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802	Contract Administrator	$101,863
ERISA SPECIALIST4 years Service code 15 · EIN 47-3852281 302 EAST MAIN STREET · ALBERTVILLE, AL 35950	Recordkeeping	$21,400
401K SAFE1 year Service code 13 · EIN 83-0824803 P.O. BOX 518 · ALBERTVILLE, AL 35950	Contract Administrator	$1,732

Fund lineup

CSV with Pro

12 funds of $250K or more; 17 lines in all, holding $18.2M of the plan's $18.7M. From the 2024 filing. Recordkeeper: Lincoln Financial.

In collective trusts0%median 0% for plans of $5M to $50M (40,338 plans)

In index funds84%median 22% for plans of $5M to $50M (40,338 plans)

In the main target-date series82%median 38% for plans of $5M to $50M (40,338 plans)

Employer stockNo

Target-date series: Vanguard Target Retirement, mutual fund, 82% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages	Vanguard	Mutual fund	$15.0M	82.4%
631-588-3674 instructions) Manager not matched · Other	Not yet matched	Other	$621K	3.4%
Vanguard LifeStrategy Growth aha 11,296 1 Vanguard Vanguard · Mutual fund	Vanguard	Mutual fund	$470K	2.6%
DFA US Smapp Cap Val Inst Class bah Dimensional · Mutual fund	Dimensional	Mutual fund	$388K	2.1%
Macquarie Emerging Markets Fund Macquarie / Nomura · Mutual fund	Macquarie / Nomura	Mutual fund	$369K	2.0%
jem hell Mah _ioeaeas Manager not matched · Other	Not yet matched	Other	$240K	1.3%
Vanguard 500 Index bd Vanguard · Mutual fund Index	Vanguard	Mutual fund	$219K	1.2%
Lincoln NY Stab Lincoln Financial · Insurance contract Recordkeeper's own fund	Lincoln Financial	Insurance contract	$178K	1.0%
Vanguard Mid-Cap Growth Index Fund Investor Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$161K	0.9%
Vanguard International Growth Fund Investor Shares Vanguard · Mutual fund	Vanguard	Mutual fund	$131K	0.7%

See the other 7 lines in this lineup with Pro.

Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2A2E2F2G2J2K2T3B3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$113K

$651 / participant

Other / not subdivided$113K100.0%

% of EOY assets

0.502%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: LBMC, PC
Auditor EIN: 621199757
Audit fees: $0
Opinion code: Unqualified

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Provider

Service type

Compensation

LINCOLN FINANCIAL ADVISORS CORP11+ years

Filed as: LINCOLN NATIONAL CORPORATION

Service code 13 · EIN 35-0472300

P.O. BOX 7877 · FORT WAYNE, IN 46802

Contract Administrator

$101,863

ERISA SPECIALIST4 years

Service code 15 · EIN 47-3852281

302 EAST MAIN STREET · ALBERTVILLE, AL 35950

Recordkeeping

$21,400

401K SAFE1 year

Service code 13 · EIN 83-0824803

P.O. BOX 518 · ALBERTVILLE, AL 35950

Contract Administrator

$1,732

Fund

Dollars

% of funds%

Vanguard Target Retirement

Vanguard · Mutual fund

Target-date, 11 vintages

$15.0M

82.4%

631-588-3674 instructions)

Manager not matched · Other

$621K

3.4%

Vanguard LifeStrategy Growth aha 11,296 1 Vanguard

Vanguard · Mutual fund

$470K

2.6%

DFA US Smapp Cap Val Inst Class bah

Dimensional · Mutual fund

$388K

2.1%

Macquarie Emerging Markets Fund

Macquarie / Nomura · Mutual fund

$369K

2.0%

jem hell Mah _ioeaeas

Manager not matched · Other

$240K

1.3%

Vanguard 500 Index bd

Vanguard · Mutual fund

Index

$219K

1.2%

Lincoln NY Stab

Lincoln Financial · Insurance contract

Recordkeeper's own fund

$178K

1.0%

Vanguard Mid-Cap Growth Index Fund Investor Shares

Vanguard · Mutual fund

Index

$161K

0.9%

Vanguard International Growth Fund Investor Shares

Vanguard · Mutual fund

$131K

0.7%

Sachem Dental Group, LLP 401(k) Profit Sharing Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Sachem Dental Group, LLP 401(k) Profit Sharing Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion