Allegiance Financial Group

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

362

Total plan assets

$97.5M

Filings (rows)

Direct comp

$196K

Indirect comp

Showing only "ALLEGIANCE FINANCIAL GROUP"

View all 2 variants aggregated →

ALLEGIANCE FINANCIAL GROUP ADVISORY3 ALLEGIANCE FINANCIAL GROUP3

SERVICES PROVIDED

Advisor / Consultant3

Plans served

All 3 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