Original filing (PDF)20250730125015NAL0004091345001

THE ALLOCATION COMPANY, INC.

Name: THE ALLOCATION COMPANY, INC. — THE ALLOCATION COMPANY, INC. 401(K) SAVINGS PLAN, Form 5500 (2024)
Creator: THE ALLOCATION COMPANY, INC.

Form 5500-SF

FILING_RECEIVED

THE ALLOCATION COMPANY, INC. 401(K) SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$81K

Net assets (EOY)

$81K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE ALLOCATION COMPANY, INC..

Plan sponsor

Name

THE ALLOCATION COMPANY, INC.

EIN

76-0354750all filings

Address

P O BOX 262488 · 3RD FLOOR · PLANO, TX · 75026

Phone

(832) 431-3223

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-30

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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