How big is Nancy S Daoud & Associates LLC's plan?

Nancy S Daoud & Associates LLC's plan reported $2.3M in assets and 11 participants for 2025.

Original filing (PDF)20260511075741NAL0005488577001

Nancy S Daoud & Associates LLC

Name: Nancy S Daoud & Associates LLC — Nancy S Daoud &, Form 5500 (2025)
Creator: Nancy S Daoud & Associates LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Nancy S Daoud & Associates LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Nancy S Daoud & Associates LLC's Nancy S Daoud & Associates LLC 401(k) Profit Sharing Plan & Trust held $2.3M in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

Nancy S Daoud & Associates LLC's EIN is 20-0550557.

EIN 20-0550557

Plan number 001

Plan year 2025

ACK ID 20260511075741NAL0005488577001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Nancy S Daoud & Associates LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Nancy S Daoud & Associates LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NANCY S DAOUD & ASSOCIATES LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score