Alco Management, Inc. 401(k) Plan: Login, Facts & Contact Information

Alco Management, Inc. 401(k) Plan Facts

Plan name
ALCO MANAGEMENT, INC. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
ALCO MANAGEMENT, INC.
Participants
262 (229 active employees)
Former employees with a balance
57
Plan assets
$10,506,352 at Dec 31, 2024
Average account balance
$40,722 across 258 accounts
Employer contributions
$364,581 in plan year 2024 (30% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1983
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Aug 19, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.22 million went into the plan in contributions, $364,581 of it from the employer (30%).
  • $4.25 million was paid out to participants.
  • Investment and other income added $1.05 million.
  • Administrative expenses were $36,552, about $142 per account.

How the Alco Management, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019273$11.0 million$314,589$399,452
2020276$13.1 million$360,491$785,894
2021273$14.2 million$377,355$1.72 million
2022273$10.5 million$386,245$2.42 million
2023265$12.5 million$408,949$984,989
2024262$10.5 million$364,581$4.25 million

Alco Management, Inc. 401(k) Contact Information

Phone
901-526-1211
Mailing address
35 UNION AVENUE #200, MEMPHIS TN 38103
Plan sponsor
ALCO MANAGEMENT, INC.
Employer identification number (EIN)
62-0951782
Plan number
001

Questions about the Alco Management, Inc. 401(k)

Does Alco Management, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $364,581, 30% of all contributions.

Does the Alco Management, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Alco Management, Inc 401(k) plan?

262 participants at the start of plan year 2024, 229 of them active employees, and 57 former employees who still had money in the plan.

What is the average 401(k) balance at Alco Management, Inc?

About $40,722 per account: $10.5 million in plan assets across 258 accounts with a balance at the end of plan year 2024.

Who manages the Alco Management, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Alco Management, Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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