# Alco Management, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/alco-management-inc-620951782-502

> Alco Management, INC.'s Health & Welfare plan: 132 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Alco Management, INC.

- **Sponsor EIN:** 620951782

- **Sponsor Address:** 35 UNION AVENUE, SUITE 200, MEMPHIS, TN, 38103

- **Plan Type:** Health & Welfare

- **Plan Number:** 502

- **Total Participants:** 132

- **Total Assets:** $62,940

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|132|$62,940|$1.6M|$431,313|

| 2023|187|$62,302|$1.4M|$477,913|

| 2022|152|$224,384|$1.3M|$458,601|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| JAS D COLLIER AND CO|Other Service Provider|$65,639|—|$65,639|

| CONSOCIATE GROUP|Other Service Provider|$40,775|—|$40,775|

| CIGNA|Other Service Provider|$33,436|—|$33,436|

| REYNOLDS BONE & GRIESBECK PLC|Auditor|$19,250|—|$19,250|

| MEDWATCH PATHWAYS UR|Other Service Provider|$10,602|—|$10,602|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [REYNOLDS BONE & GRIESBECK PLC](https://planprovider.pro/provider/reynolds-bone-and-griesbeck-plc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $169,702

- **Estimated Expense Ratio:** 269.625% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$186,668|—|$40,775|$19,250|—|

| 2023|$23,092|—|$3,759|$18,730|—|

| 2022|$16,049|—|$3,734|—|$11,830|

## Similar Plans

- [Mid-America Apartment Communities, INC.](https://planprovider.pro/companies/mid-america-apartment-communities-inc-401k-plan) — 2,841 participants

- [Fogelman Properties](https://planprovider.pro/companies/fogelman-properties-401k-plan) — 611 participants

- [Silver Tree Residential, LLC](https://planprovider.pro/companies/silver-tree-residential-llc-401k-plan) — 486 participants

- [Fogelman Properties, LLC](https://planprovider.pro/companies/fogelman-properties-llc-621773993-565) — 456 participants

- [Alco Management, INC.](https://planprovider.pro/companies/alco-management-inc-401k-plan) — 229 participants

- [The Mathews Company, LLC](https://planprovider.pro/companies/the-mathews-company-llc-401k-plan) — 117 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/alco-management-inc-620951782-502)

© 2026 PlanProvider.Pro