What public Form 5500 filings show about the Allegiance Benefit Plan Management, Inc. 401(k) plan — and how to find and check your own account.
Allegiance Benefit Plan Management, Inc. (EIN 81-0400550) reports ALLEGIANCE BENEFIT PLAN MANAGEMENT, INC. 401(K) PLAN on its most recent Form 5500, with $55.3M in plan assets across 677 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Allegiance Benefit Plan Management, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Allegiance Benefit Plan Management, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STOCKMAN WEALTH MANAGEMENT DBA INVE, ALLEGIANCE BENEFIT PLAN MANAGEMENT, ALLEGIANCE CARE MANAGEMENT, EMPOWER ADVISORY GROUP, CHARLES SCHWAB & CO.
