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  2. EUGENIE BRUNNER MD PA
Sponsor portfolio

EUGENIE BRUNNER MD PA

EIN 22-3551530-medical practice-Latest filing 2025
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
9
256 BUNN DRIVE SUITE 4 - PRINCETON, NJ 08540609-921-9497brunnermd.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$1.3M - 4 part#002CashBalance-$701K - 5 part

Retirement portfolio analytics

2 plans aggregated / $2.0M assets / 9 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • PROFIT SHARING PLAN (#001)65%
  • CASH BALANCE PLAN (#002)35%
Total $2.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)5
  • PROFIT SHARING PLAN (#001)4
Total 9Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

EUGENIE BRUNNER MD PA 401 K PROFIT SHARING PLAN

401k

Assets$1.3M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

EUGENIE BRUNNER, MD, PA CASH BALANCE PLAN

CashBalance

Assets$701K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001EUGENIE BRUNNER MD PA 401 K PROFIT SHARING PLAN401k$1.3M42025
002EUGENIE BRUNNER, MD, PA CASH BALANCE PLANCashBalance$701K52025
Retirement plans
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