The Allocation Company, Inc.
Houston, TX
The Allocation Company, Inc. of Houston, TX is the broker of record on 22 Form 5500 Schedule A filings covering 11 employer benefit plans across 3 states, with $2,882 in reported broker commissions (plan year 2025).
Quick answer
The Allocation Company, Inc. (Houston, TX) is the broker of record for 11 employer benefit plan sponsors on 22 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does The Allocation Company, Inc. have?
- The Allocation Company, Inc. is named as broker on Form 5500 Schedule A filings for 11 distinct plan sponsors in 3 states.
- Who are The Allocation Company, Inc.'s largest employer clients?
- By plan participants, the largest include Calendar Holdings LLC (527 participants), Kestrel Field Services, Inc. (335 participants) and T Square Logistic Services Corporation (268 participants).
- How much does The Allocation Company, Inc. earn in commissions?
- Insurers reported $2,882 in broker commissions and $16,612 in fees paid to The Allocation Company, Inc. for plan year 2025, per Schedule A Part 1.
- Where is The Allocation Company, Inc. located?
- The Allocation Company, Inc. is based in Houston, TX and has employer clients in 3 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming The Allocation Company, Inc. on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Calendar Holdings LLC | TX | 527 | 2025-12-31 |
| Kestrel Field Services, Inc. | TX | 335 | 2025-12-31 |
| T Square Logistic Services Corporation | CO | 268 | 2024-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.