How big is Allegiance Advisory Group, LLC's plan?

Allegiance Advisory Group, LLC's plan reported $1.4M in assets and 21 participants for 2024.

Original filing (PDF)20250612070606NAL0016235553001

Allegiance Advisory Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Allegiance Advisory Group LLC 401(k) Profit Sharing Plan and T

401(k) retirement plan · Allegiance Advisory Group, LLC's Allegiance Advisory Group LLC 401(k) Profit Sharing Plan and T held $1.4M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Jennifer DYAK signed Allegiance Advisory Group, LLC's 2024 Form 5500 as plan administrator.

Jennifer DYAK — 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 Advisory Group, LLC's EIN is 87-0771654.

EIN 87-0771654

Plan number 001

Plan year 2024

ACK ID 20250612070606NAL0016235553001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Allegiance Advisory 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 ALLEGIANCE ADVISORY GROUP, LLC.

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Plan health score

Above-average plan

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