· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
NANCY S. DAOUD & ASSOCIATES, LLC — NANCY S. DAOUD & ASSOCIATES DEFINED BENEFIT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250722140840NAL0007217714001
NANCY S. DAOUD & ASSOCIATES, LLC
Form 5500-SF
FILING_RECEIVED
NANCY S. DAOUD & ASSOCIATES DEFINED BENEFIT PLAN
Defined-benefit pension plan
Active participants
12
Accounts w/ balance
—
Plan assets (EOY)
$4.4M
Net assets (EOY)
$4.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
NANCY S. DAOUD & ASSOCIATES, LLC
.
Find decision makers
Plan sponsor
Name
NANCY S. DAOUD & ASSOCIATES, LLC
EIN
20-0550557
Address
90 OXFORD ROAD · OXFORD, CT · 06478
Phone
(203) 881-5504
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-22
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
F5 CONSULTING LLC
F5 CONSULTING LLC 401(K) PROFIT SHARING PLAN & TRUST
$4.4M · 29 participants
ENVISION WEALTH MANAGEMENT, INC.
ENVISION WEALTH MANAGEMENT, INC. PROFIT SHARING PLAN
$4.4M · 2 participants
ALTEGRIS SERVICES, LLC
ALTEGRIS SERVICES, LLC 401(K) PLAN
$4.4M · 9 participants
SHEFFIELD ASSET MANAGEMENT, LLC
SHEFFIELD ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
$4.4M · 3 participants
GEN FINANCIAL MANAGEMENT, INC.
GEN FINANCIAL MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$4.4M · 13 participants
COLORADO CAPITAL MANAGEMENT, INC.
COLORADO CAPITAL MANAGEMENT, INC. RETIREMENT PLAN
$4.4M · 9 participants
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B
