Filings through .
The Allocation Company
Matched across 6 name variants in the filings
The Allocation Company summary
The Allocation Company appears on 15 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $406M in assets for 4,848 participants. The median client plan holds $20.7M. Most client plans are sponsored in TX, CO and GA. The largest clients by plan assets are Texas Independent Bancshares, Episcopal School of Dallas and Money Management International, Inc. Plans reported $71K in direct and indirect compensation paid to The Allocation Company. The median is $0 per plan.
- Participants
- 4,848
- Median plan assets
- $20.7M
- Median plan participants
- 307
- Median fees per plan
- $0
- Schedule C direct + indirect
Top 15 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Texas Independent Bancshares | TX | $90.3M | 475 |
| Episcopal School of Dallas | TX | $68.6M | 328 |
| Money Management International, Inc | TX | $39.6M | 369 |
| Adams Resources and Energy, Inc. | TX | $34.1M | 496 |
| Disability Rights Texas | TX | $22.9M | 214 |
| Calendar Holdings LLC | TX | $22.5M | 527 |
| Embree Construction Group, Inc | TX | $21.6M | 289 |
| Associated Credit Union of Texas | TX | $20.7M | 183 |
| Kestrel Field Services, Inc. | TX | $19.0M | 455 |
| Harris County Emergency Corps | TX | $16.0M | 208 |
| Finquery, LLC | GA | $15.3M | 307 |
| Gulf Coast Community Services Association, Inc. | TX | $13.5M | 340 |
| Weisinger Incorporated | TX | $10.6M | 177 |
| T Square Logistic Services Corporation | CO | $6.8M | 296 |
| Hallmark University, Inc. | TX | $4.1M | 184 |
- TXParticipants 475
- TXParticipants 328
- TXParticipants 369
- TXParticipants 496
- Disability Rights Texas$22.9MTXParticipants 214
- Calendar Holdings LLC$22.5MTXParticipants 527
- TXParticipants 289
- TXParticipants 183
- TXParticipants 455
- TXParticipants 208
- Finquery, LLC$15.3MGAParticipants 307
- TXParticipants 340
- Weisinger Incorporated$10.6MTXParticipants 177
- COParticipants 296
- TXParticipants 184
Top client states
- TX13 plans
- CO1 plan
- GA1 plan
Frequently asked questions
- Who uses The Allocation Company?
- 15 retirement plans list The Allocation Company as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Texas Independent Bancshares, Episcopal School of Dallas, Money Management International, Inc, Adams Resources and Energy, Inc. and Disability Rights Texas. Most client plans are sponsored in TX, CO and GA.
- How many plans does The Allocation Company serve?
- The Allocation Company serves 15 retirement plans with $406M in plan assets and 4,848 participants, based on the latest Form 5500 filings through 2024.
- What does The Allocation Company charge?
- Plans reported $71K in total Schedule C compensation paid to The Allocation Company. The median plan paid $0. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name The Allocation as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Voya | 1 |
| Vanguard | 1 |
| Victory Capital | 1 |
Target-date series
None.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.