· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ALLEGIANCE FINANCIAL GROUP, INC. — RBFA 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250923121912NAL0006335441001
ALLEGIANCE FINANCIAL GROUP, INC.
Form 5500-SF
FILING_RECEIVED
RBFA 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
11
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
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
ALLEGIANCE FINANCIAL GROUP, INC.
.
Find decision makers
Plan sponsor
Name
ALLEGIANCE FINANCIAL GROUP, INC.
EIN
01-0510740
Address
50 DONALD B. DEAN DRIVE · SUITE 1 · SOUTH PORTLAND, ME · 04106
Phone
(207) 879-2352
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-23
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
PERMANENS CAPITAL LP
PERMANENS CAPITAL 401(K) RETIREMENT PLAN
$2.3M · 13 participants
KAHO MANAGEMENT COMPANY, INC.
KAHO MANAGEMENT COMPANY, INC. 401(K) PLAN
$2.3M · 4 participants
QUADRANT CAPITAL GROUP LLC
CONSTELLATION WEALTH ADVISORS RETIREMENT PLAN
$2.3M · 31 participants
OXYGEN FINANCIAL, INC.
OXYGEN FINANCIAL, INC. 401(K) PLAN
$2.3M · 10 participants
NEMES RUSH GROUP, LLC
NEMES RUSH CASH BALANCE PLAN
$2.3M · 11 participants
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
CALIBER CORPORATE ADVISERS LLC
CALIBER CORPORATE ADVISERS LLC CASH BALANCE PLAN
$2.2M · 28 participants
Large plans in Maine
AHOLD DELHAIZE USA SERVICES, LLC
AHOLD DELHAIZE USA SERVICES AND AFFILIATES DEFINED CONTRIBUTION PLANS MASTER TRUST
$6.9B
TD BANK US HOLDING COMPANY
TD 401(K) RETIREMENT PLAN
$6.0B · 32,012 participants
UNUM GROUP
UNUM GROUP 401K RETIREMENT PLAN
$2.5B · 9,413 participants
MAINEHEALTH SERVICES
MAINEHEALTH 403(B) RETIREMENT PLAN
$2.5B · 23,826 participants
UNUM GROUP
UNUM GROUP PENSION PLAN
$1.4B · 2,680 participants
IDEXX LABORATORIES, INC.
IDEXX RETIREMENT AND INCENTIVE SAVINGS PLAN
$1.2B · 6,742 participants
