Assets by plan
Share of aggregate retirement assets
67%top
Sponsor portfolio
NANCY S. DAOUD & ASSOCIATES, LLC
EIN 20-0550557Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$7.1M assets
Welfare
0
Participants
38
90 OXFORD RD - OXFORD, CT 06478203-881-5504
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.1M assets / 38 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
NANCY S. DAOUD & ASSOCIATES DEFINED BENEFIT PLAN
TraditionalDB
Assets$4.7M
Participants24
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
NANCY S DAOUD & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$2.3M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | NANCY S. DAOUD & ASSOCIATES DEFINED BENEFIT PLAN | TraditionalDB | $4.7M | 24 | 2025 | |
| 001 | NANCY S DAOUD & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $2.3M | 14 | 2025 |
Retirement plans