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Allegiance Financial Group ADV 401(k) Plan

What public Form 5500 filings show about the Allegiance Financial Group ADV 401(k) plan — and how to find and check your own account.

Plan assets
$1.5M
Participants
11
Plans on file
1

The Allegiance Financial Group ADV 401(k) on its latest Form 5500

Allegiance Financial Group ADV (EIN 86-1933171) reports ALLEGIANCE FINANCIAL GROUP ADV 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $1.5M in plan assets across 11 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 Financial Group ADV filing — schedules, fees, and providers.

Who runs the Allegiance Financial Group ADV 401(k)?

Allegiance Financial Group ADV’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Allegiance Financial Group ADVHR for the recordkeeper’s name and login.

How to check your Allegiance Financial Group ADV 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask Allegiance Financial Group ADV HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: Allegiance Financial Group ADV — all Form 5500 filings (EIN 86-1933171) · Virginia employer EIN lookup · Form 5500 search
Allegiance Financial Group ADV 401(k) Plan — Form 5500