Allegiance Financial

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

1,017

Total plan assets

$132.8M

Filings (rows)

Direct comp

$284K

Indirect comp

Aggregating 2 name variants under "ALLEGIANCE FINANCIAL"

Click a variant to view it alone

ALLEGIANCE FINANCIAL GROUP3 ALLEGIANCE FINANCIAL GROUP ADVISORY3

SERVICES PROVIDED

Advisor / Consultant4

Other service providers2

Prospecting the plans that use Allegiance Financial?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 6 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
CAI Software LLC CAI Software LLC 401(k) Profit Sharing Plan · all filings	LINCOLN, RI	Advisor / Consultant	122	$36.3M	$68K	$0
CAI Software LLC CAI Software LLC 401(k) Profit Sharing Plan · all filings	SMITHFIELD, RI	Advisor / Consultant	121	$32.8M	$61K	$0
CAI Software LLC CAI Software LLC 401(k) Profit Sharing Plan · all filings	SMITHFIELD, RI	Advisor / Consultant	119	$28.4M	$68K	$0
Edgesource Corporation Edgesource Corporation 401(k) Profit Sharing Plan and Trust · all filings	ALEXANDRIA, VA	Advisor / Consultant	159	$13.0M	$29K	$0
Seegars Fence Company, Inc. Seegars Fence Company, Inc. 401(k) Retirement Plan · all filings	GOLDSBORO, NC	Other service providers	257	$12.3M	$30K	$0
Seegars Fence Company, Inc. Seegars Fence Company, Inc. 401(k) Retirement Plan · all filings	GOLDSBORO, NC	Other service providers	239	$10.1M	$29K	$0