Assets by plan
Share of aggregate retirement assets
76%top
Sponsor portfolio
HEATHER BROSNAN DMD AND MARGARET LEEANN CLARK DDS, PA
EIN 22-2313355Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$4.1M assets
Welfare
0
Participants
19
47 ORIENT WAY - RUTHERFORD, NJ 07070201-935-8550
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.1M assets / 19 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
LMB 401(K) PLAN
401k
Assets$3.1M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
HEATHER BROSNAN DMD AND MARGARET LEEANN CLARK DDS, PA CASH BALANCE PLAN
CashBalance
Assets$994K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LMB 401(K) PLAN | 401k | $3.1M | 12 | 2025 | |
| 003 | HEATHER BROSNAN DMD AND MARGARET LEEANN CLARK DDS, PA CASH BALANCE PLAN | CashBalance | $994K | 7 | 2024 |
Retirement plans