Retirement plan

MENDELSON FAMILY DENTISTRY, P.A. EMPLOYEES' PROFIT SHARING PLAN AND TRUST

Name: MENDELSON FAMILY DENTISTRY, P.A. - MENDELSON FAMILY DENTISTRY, P.A. EMPLOYEES' PROFIT SHARING PLAN AND TRUST (2025) Form 5500
Creator: MENDELSON FAMILY DENTISTRY, P.A.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MENDELSON FAMILY DENTISTRY, P.A. EMPLOYEES' PROFIT SHARING PLAN AND TRUST, MENDELSON FAMILY DENTISTRY, P.A.

MENDELSON FAMILY DENTISTRY, P.A.EIN 20-3778918Plan #002PY 2025

11300 REISTERSTOWN RD. - OWINGS MILLS, MD 211171812410-356-4100mendelsondentistry.comLinkedIn1-10 employeeshospital & health care

Prospect flagsLow returnsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$5.3M

+4.2% from 2024

Total participants

+9.1% from 2024

Average account balance

$220,009

-4.5% from 2024

Annual return

4.83%

-8.01 pp from 2024

Benchmarks

See 45,380 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort45,380 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$5.28M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$220K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$136K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+4.83%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$7957

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2R3D

Plan features

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$191K

$15914 / participant

Other / not subdivided$191K100.0%

% of EOY assets

3.617%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$220,009

$185,312+18.7%

$161,489+36.2%

$154,746+42.2%

Participation rate

100.0%

82.5%+17.5pp

78.7%+21.3pp

80.7%+19.3pp

Annual return

4.83%

103.84%-99.0pp

89.72%-84.9pp

172.34%-167.5pp

Employer contribution / active EE

$2,347

$4,769-50.8%

$4,268-45.0%

$4,379-46.4%

Participant deferral / active EE

$8,960

$6,350+41.1%

$5,630+59.2%

$6,730+33.1%

Admin fee / account holder

$7,957

$18,654-57.3%

$16,006-50.3%

$14,365-44.6%

MENDELSON FAMILY DENTISTRY, P.A. EMPLOYEES' PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MENDELSON FAMILY DENTISTRY, P.A. EMPLOYEES' PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion