# Allegiant Partners, INC. 401(k) Plan
Source: https://planprovider.pro/companies/allegiant-partners-inc-plan

> Allegiant Partners, INC.'s 401(k) plan: 224 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Allegiant Partners, INC.

- **Sponsor EIN:** 680436529

- **Sponsor Address:** 360 SW BOND ST., BEND, OR, 97702

- **Plan Type:** 401(k)

- **Total Participants:** 224

- **Total Assets:** $13.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|224|$13.1M|$451,769|$1.3M|

| 2023|150|$10.4M|$372,795|$1.1M|

| 2022|127|$4.4M|$383,674|$619,569|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| CASSELL PLAN AUDITS|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$32,552|$10,514|$21,838|—|—|

| 2023|$21,925|—|$21,925|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [Morrow Equipment Company L.L.C.](https://planprovider.pro/companies/morrow-equipment-company-l-l-c-401k-plan) — 229 participants

- [Rightline Equipment, INC.](https://planprovider.pro/companies/rightline-equipment-inc-401k-plan) — 285 participants

- [D.P. Nicoli, INC.](https://planprovider.pro/companies/d-p-nicoli-inc-plan) — 91 participants

- [Shamrock Steamship Co.](https://planprovider.pro/companies/shamrock-steamship-co-plan) — 4 participants

- [Pdx Wall Systems, INC.](https://planprovider.pro/companies/pdx-wall-systems-inc-401k-plan) — 2 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/allegiant-partners-inc-plan)

© 2026 PlanProvider.Pro