How big is Allegiant Wealth Advisors LLC's plan?

Allegiant Wealth Advisors LLC's plan reported $84K in assets and 3 participants for 2025.

Original filing (PDF)20260504220630NAL0000304849066

Allegiant Wealth Advisors LLC

Name: Allegiant Wealth Advisors LLC — Allegiant Wealth, Form 5500 (2025)
Creator: Allegiant Wealth Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Allegiant Wealth Advisors 401(k) Plan

401(k) retirement plan · Allegiant Wealth Advisors LLC's Allegiant Wealth Advisors 401(k) Plan held $84K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$84K

Net assets (EOY)

$84K

Plan identifiers

Allegiant Wealth Advisors LLC's EIN is 99-3986281.

EIN 99-3986281

Plan number 001

Plan year 2025

ACK ID 20260504220630NAL0000304849066

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Allegiant Wealth Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Allegiant Wealth Advisors 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 ALLEGIANT WEALTH ADVISORS 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