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  2. Allegiance Financial Group Adv

Filings through Oct 24, 2026.

Allegiance Financial Group Adv

EIN 86-1933171-financial services-Latest filing 2025
Plans
1
Retirement
1
$1.5M assets
Health & Benefits
0
Participants
12
374 MAPLE AVE E STE 204 - VIENNA, VA 221804718703-242-7900afgas.netLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$1.5M - 12 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

ALLEGIANCE FINANCIAL GROUP ADV 401(K) PROFIT SHARING PLAN & TRUST

401(k)

Assets$1.5M
Participants12
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001ALLEGIANCE FINANCIAL GROUP ADV 401(K) PROFIT SHARING PLAN & TRUST401(k)$1.5M122025
  • ALLEGIANCE FINANCIAL GROUP ADV 401(K) PROFIT SHARING PLAN & TRUST$1.5M
    #001 · 401(k) · 202512
Retirement plans
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