Original filing (PDF)20250616105903NAL0002100370001

ALLEGIANT MANAGEMENT LLC

Name: ALLEGIANT MANAGEMENT LLC — ALLEGIANT MANAGEMENT, LLC 401 (K) PLAN, Form 5500 (2024)
Creator: ALLEGIANT MANAGEMENT LLC

Form 5500-SF

FILING_RECEIVED

ALLEGIANT MANAGEMENT, LLC 401 (K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALLEGIANT MANAGEMENT LLC.

Plan sponsor

Name

ALLEGIANT MANAGEMENT LLC

EIN

84-1585557

Address

P.O BOX 66 · WINTER PARK, CO · 80482

Phone

(970) 726-5701

Industry

Real Estatesee 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

2025-06-16

Pension benefit codes

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

BLEVINS PROPERTY MANAGEMENT, LLC

HEARTHSIDE CABIN RENTALS, LLC 401(K) P/S PLAN

$1.8M · 38 participants

DANNIN MANAGEMENT CORPORATION

DANNIN MANAGEMENT CORPORATION 401(K)PLAN

$1.8M · 19 participants

STANFORD JAMES, INC.

STANFORD JAMES, INC. 401(K) PROFIT SHARING PLAN

$1.8M · 1 participants

ADVAL PROPERTIES INC

ADVAL PROPERTIES INC 401(K) PROFIT SHARING PLAN & TRUST

$1.8M · 13 participants

HOUSER ENTERPRISES, INC.

HOUSER ENTERPRISES, INC. 401K PLAN