How big is Allegiant Strategies Group, LLC's plan?

Allegiant Strategies Group, LLC's plan reported $28K in assets and 2 participants for 2024.

Original filing (PDF)20251011191547NAL0004852435001

Allegiant Strategies Group, LLC

Name: Allegiant Strategies Group, LLC — ASG Erisa Plan, Form 5500 (2024)
Creator: Allegiant Strategies Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ASG Erisa Plan

401(k) retirement plan · Allegiant Strategies Group, LLC's ASG Erisa Plan held $28K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$28K

Net assets (EOY)

$28K

Plan identifiers

Allegiant Strategies Group, LLC's EIN is 85-2664697.

EIN 85-2664697

Plan number 001

Plan year 2024

ACK ID 20251011191547NAL0004852435001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Allegiant Strategies Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALLEGIANT STRATEGIES GROUP, 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