How big is Allegiance Capital Management LLC's plan?

Allegiance Capital Management LLC's plan reported $36K in assets and 4 participants for 2025.

Original filing (PDF)20260218082315NAL0007100480001

Allegiance Capital Management LLC

Name: Allegiance Capital Management LLC — Allegiance, Form 5500 (2025)
Creator: Allegiance Capital Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Allegiance 401(k) Plan

401(k) retirement plan · Allegiance Capital Management LLC's Allegiance 401(k) Plan held $36K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$36K

Net assets (EOY)

$36K

Plan identifiers

Allegiance Capital Management LLC's EIN is 85-0661639.

EIN 85-0661639

Plan number 001

Plan year 2025

ACK ID 20260218082315NAL0007100480001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Allegiance Capital Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Allegiance Capital Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

Knocking points off