The Allocation Company, Inc. — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The Allocation Company, Inc. is reported as a service provider on 4 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $8,759 and reported indirect compensation totals $17,581.
Reported compensation summary
- Reported direct compensation
- $8,759
- Reported indirect compensation
- $17,581
- Total reported compensation
- $26,340
- Filings
- 4
- Plan sponsors
- 4
- Plans
- 4
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Texas Independent Bancshares | TX | 1 | $9,903 |
| Associated Credit Union Of Texas | TX | 1 | $7,678 |
| Calendar Holdings LLC | TX | 1 | $7,484 |
| Weisinger Incorporated | TX | 1 | $1,275 |
State footprint
Plans reporting The Allocation Company, Inc. are sponsored in TX (4).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Texas Independent Bancshares | Texas Independent Bancshares, Inc. 401(K) Employee Stock Ownership Plan | 2023 | $0 | $9,903 |
| Associated Credit Union Of Texas | Associated Credit Union Of Texas 401(K) Plan And Trust | 2023 | $0 | $7,678 |
| Calendar Holdings LLC | Calendar Holdings LLC 401k & Profit Sharing Plan | 2023 | $7,484 | $0 |
| Weisinger Incorporated | Weisinger Incorporated 401(K) Profit Sharing Plan | 2023 | $1,275 | not reported in the loaded dataset |
Related Form 5500 pages
- Texas Independent Bancshares, Inc. 401(K) Employee Stock Ownership Plan (plan 001)
- Texas Independent Bancshares — all reported plans
- Associated Credit Union Of Texas 401(K) Plan And Trust (plan 003)
- Associated Credit Union Of Texas — all reported plans
- Calendar Holdings LLC 401k & Profit Sharing Plan (plan 001)
- Calendar Holdings LLC — all reported plans
- Weisinger Incorporated 401(K) Profit Sharing Plan (plan 001)
- Weisinger Incorporated — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources