How big is Allegiance Direct, LLC's plan?

Allegiance Direct, LLC's plan reported $665K in assets and 3 participants for 2024.

Original filing (PDF)20251012193114NAL0000212323001

Allegiance Direct, LLC

Name: Allegiance Direct, LLC — Allegiance Direct, LLC., Form 5500 (2024)
Creator: Allegiance Direct, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Allegiance Direct, LLC. 401(k) Plan

401(k) retirement plan · Allegiance Direct, LLC's Allegiance Direct, LLC. 401(k) Plan held $665K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$665K

Net assets (EOY)

$665K

Plan identifiers

Allegiance Direct, LLC's EIN is 27-1670851.

EIN 27-1670851

Plan number 001

Plan year 2024

ACK ID 20251012193114NAL0000212323001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Allegiance Direct, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Allegiance Direct, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALLEGIANCE DIRECT, LLC.

Finding similar companies…

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