How big is Allegiance Retail Services, LLC's plan?

Allegiance Retail Services, LLC's plan reported $13.6M in assets and 72 participants for 2024.

Original filing (PDF)20250528113451NAL0017442738001

Allegiance Retail Services, LLC

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

Form 5500-SF

FILING_RECEIVED

Allegiance Retail Services, LLC 401(k) Plan

401(k) retirement plan · Allegiance Retail Services, LLC's Allegiance Retail Services, LLC 401(k) Plan held $13.6M in plan assets for 72 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$13.6M

Net assets (EOY)

$13.6M

People on this filing

Lilly MOTZ signed Allegiance Retail Services, LLC's 2024 Form 5500 as plan administrator.

Lilly MOTZ — 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

Allegiance Retail Services, LLC's EIN is 45-2429925.

EIN 45-2429925

Plan number 001

Plan year 2024

ACK ID 20250528113451NAL0017442738001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Allegiance Retail Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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