How big is Allegent Group LLP CPAS & BUSS' plan?

Allegent Group LLP CPAS & BUSS' plan reported $2.0M in assets and 14 participants for 2025.

Original filing (PDF)20260429124240NAL0010933105001

Allegent Group LLP CPAS & BUSS

Name: Allegent Group LLP CPAS & BUSS — Allegent Group LLP, Form 5500 (2025)
Creator: Allegent Group LLP CPAS & BUSS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Allegent Group LLP CPAS & BUSS 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Allegent Group LLP CPAS & BUSS' Allegent Group LLP CPAS & BUSS 401(k) Profit Sharing Plan & Trust held $2.0M in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

BRAD Polak signed Allegent Group LLP CPAS & BUSS' 2025 Form 5500 as plan administrator.

BRAD Polak — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Allegent Group LLP CPAS & BUSS' EIN is 20-3339942.

EIN 20-3339942

Plan number 001

Plan year 2025

ACK ID 20260429124240NAL0010933105001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Allegent Group LLP CPAS & BUSS from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Allegent Group LLP CPAS & BUSS' plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALLEGENT GROUP LLP CPAS & BUSS.

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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