Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOSEPH A DONNELLAN MD LLC
EIN 46-5630063medical practiceLatest filing 2025
Plans
3
Retirement
3
$400K assets
Welfare
0
Participants
6
422 COURTYARD DR - HILLSBOROUGH, NJ 08844908-725-5595delucavision.comLinkedIn1-10 employeesmedical practice
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $400K assets / 6 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#003
JOSEPH A DONNELLAN MD LLC CASH BALANCE PLAN
CashBalance
Assets$362K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JOSEPH A DONNELLAN MD LLC PROFIT SHARING PLAN
401k
Assets$36K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JOSEPH DONNELLAN MD 401K PLAN
401k
Assets$3K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | JOSEPH A DONNELLAN MD LLC CASH BALANCE PLAN | CashBalance | $362K | 2 | 2025 | |
| 002 | JOSEPH A DONNELLAN MD LLC PROFIT SHARING PLAN | 401k | $36K | 2 | 2025 | |
| 001 | JOSEPH DONNELLAN MD 401K PLAN | 401k | $3K | 2 | 2025 |
Retirement plans