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Original filing (PDF)20250819160857NAL0001226787001
ALCO MANAGEMENT, INC.
Form 5500
FILING_RECEIVED
ALCO MANAGEMENT, INC. 401(K) PLAN
401(k) retirement plan
Active participants
229
Accounts w/ balance
258
Plan assets (EOY)
$10.5M
Net assets (EOY)
$10.5M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALCO MANAGEMENT, INC..
Plan sponsor
Name
ALCO MANAGEMENT, INC.
EIN
62-0951782
Address
35 UNION AVENUE #200 · MEMPHIS, TN · 38103
Phone
(901) 526-1211
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-19
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
REYNOLDS BONE & GRIESBECK PLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $24K | — |
Investments
32 direct securities· $10.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2040 Fund | — | — | — | $1.3M | 12.2% | |
| Fidelity Freedom 2025 Fund | — | — | — | $1.1M | 10.5% | |
| Fidelity Freedom 2015 Fund | — | — | — | $730K | 6.9% | |
| Fidelity Freedom 2035 Fund | — | — | — | $721K | 6.9% | |
| Fidelity 500 Index Fund | — | — | — | $678K | 6.5% | |
| Fidelity Freedom 2045 Fund | — | — | — | $635K | 6.0% | |
| Fidelity Freedom 2030 Fund | — | — | — | $588K | 5.6% | |
| Fidelity New Insights Fund | — | — | — | $474K | 4.5% | |
| T. Rowe Price New Horizons Fund | — | — | — | $398K | 3.8% | |
| Fidelity Brokerage Accounts | — | — | — | $330K | 3.1% | |
| Columbia Dividend Income Fund | — | — | — | $316K | 3.0% | |
| Participant Loans 4.25% to 9.50% Interest | — | — | — | $304K | 2.9% | |
| Fidelity Total Bond Fund | — | — | — | $296K | 2.8% | |
| Fidelity Extended Market Index Fund | — | — | — | $291K | 2.8% | |
| Fidelity Freedom 2055 Fund | — | — | — | $285K | 2.7% | |
| Fidelity Freedom 2060 Fund | — | — | — | $278K | 2.6% | |
| Fidelity International Index Fund | — | — | — | $250K | 2.4% | |
| Fidelity Freedom 2020 Fund | — | — | — | $227K | 2.2% | |
| Fidelity Freedom 2050 Fund | — | — | — | $193K | 1.8% | |
| American Funds New World Fund | — | — | — | $165K | 1.6% | |
| American Funds Capital Income Builder Fund | — | — | — | $151K | 1.4% | |
| Fidelity US Bond Index Fund | — | — | — | $130K | 1.2% | |
| Allspring Special Mid Cap Value Fund | — | — | — | $119K | 1.1% | |
| Columbia Small Cap Index Fund | — | — | — | $114K | 1.1% | |
| Cohen & Steers Realty Shares Fund | — | — | — | $88K | 0.8% | |
| Fidelity Government Money Market Fund | — | — | — | $81K | 0.8% | |
| Invesco Short Term Bond Fund | — | — | — | $67K | 0.6% | |
| Oppenheimer International Small-Mid Company Fund | — | — | — | $60K | 0.6% | |
| American Beacon Small Cap Value Fund | — | — | — | $57K | 0.5% | |
| Fidelity Strategic Income Fund | — | — | — | $52K | 0.5% | |
| Fidelity Freedom 2065 Fund | — | — | — | $28K | 0.3% | |
| Fidelity Freedom Income Fund 35 * Fidelity Freedom 2010 Fund | — | — | — | $13K | 0.1% |
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