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Insights

Niche retirement Target mid-size to large employers seeking specialized retirement plan administration and consulting, leveraging The Allocation Company’s 30+ years of experience with 401(k), profit sharing, and 403(b) plans.

Growing client base Focus on expanding within the current base of over 400 clients and pursue cross-sell opportunities for additional retirement services and plan design optimization.

Tech-enabled ops Highlight potential for SaaS integrations and efficiency gains using existing tech stack (Webpack, Module Federation, Wix eCommerce, Sentry) to streamline plan administration and client portals.

Financial health With annual revenue in the reported range, position as an established, lean specialty firm open to partnerships, acquisitions, or co-sourced services with larger financial services players seeking retirement expertise.

Industry positioning Differentiate from broader investment firms by emphasizing deep retirement plan expertise, strong compliance (HSTS, reCAPTCHA) and client-focused consulting to win RFPs from SMBs to mid-market employers.

The Allocation Company, Inc. Tech Stack

The Allocation Company, Inc. uses 8 technology products and services including Webpack, Module Federation, Wix eCommerce, and more. Explore The Allocation Company, Inc.'s tech stack below.

  • Webpack
    Development
  • Module Federation
    Development
  • Wix eCommerce
    E-commerce
  • Sentry
    Issue Trackers
  • Lodash
    Javascript Libraries
  • HSTS
    Security
  • reCAPTCHA
    Security
  • HTTP/3
    Web & Portal Technology

The Allocation Company, Inc.'s Email Address Formats

The Allocation Company, Inc. uses at least 2 format(s):
The Allocation Company, Inc. Email FormatsExamplePercentage
First@allocationcompany.comJohn@allocationcompany.com
30%
FLast@allocationcompany.comJDoe@allocationcompany.com
30%
First.Last@allocationcompany.comJohn.Doe@allocationcompany.com
30%
FirstLast@allocationcompany.comJohnDoe@allocationcompany.com
10%

Frequently Asked Questions

Where is The Allocation Company, Inc.'s headquarters located?

Minus sign iconPlus sign iconThe Allocation Company, Inc.'s main headquarters is located at United States. The company has employees across 1 continents, including North America.

What is The Allocation Company, Inc.'s phone number?

Minus sign iconPlus sign icon You can contact The Allocation Company, Inc.'s main corporate office by phone at
+1-832-431-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is The Allocation Company, Inc.'s official website and social media links?

Minus sign iconPlus sign iconThe Allocation Company, Inc.'s official website is tac401k.com and has social profiles on LinkedIn.

How much revenue does The Allocation Company, Inc. generate?

Minus sign iconPlus sign icon As of April 2026, The Allocation Company, Inc.'s annual revenue is estimated to be $1M - $10M.

What is The Allocation Company, Inc.'s NAICS code?

Minus sign iconPlus sign iconThe Allocation Company, Inc.'s NAICS code is 5416 - Management, Scientific, and Technical Consulting Services.

How many employees does The Allocation Company, Inc. have currently?

Minus sign iconPlus sign iconAs of April 2026, The Allocation Company, Inc. has approximately 5 employees across 1 continents, including North America. Key team members include Senior Recruiter: P. M.Senior Recruiter: R. W.. Explore The Allocation Company, Inc.'s employee directory with LeadIQ.

What industry does The Allocation Company, Inc. belong to?

Minus sign iconPlus sign iconThe Allocation Company, Inc. operates in the Business Consulting and Services industry.

What technology does The Allocation Company, Inc. use?

Minus sign iconPlus sign iconThe Allocation Company, Inc.'s tech stack includes WebpackModule FederationWix eCommerceSentryLodashHSTSreCAPTCHAHTTP/3.

What is The Allocation Company, Inc.'s email format?

Minus sign iconPlus sign iconThe Allocation Company, Inc.'s email format typically follows the pattern of First@allocationcompany.com. Find more The Allocation Company, Inc. email formats with LeadIQ.
The Allocation Company, Inc. logo

The Allocation Company, Inc.

Business Consulting and ServicesUnited States2-10 Employees

The Allocation Company, Inc. is a United States-based firm in the Business Consulting and Services industry that provides retirement-plan services. The company maintains a small staff, with 2 to 10 employees. For more than 30 years, it has offered record-keeping, administration and consulting services for retirement plans. It serves more than 400 clients of varying sizes, specializing in qualified retirement plans such as 401(k) profit sharing plans and 403(b) plans. Revenue is reported in the range of $1 million to $10 million.

Section iconCompany Overview

Headquarters
United States
Phone number
+1-832-431-****
Website
tac401k.com
NAICS Code
5416 - Management, Scientific, and Technical Consulting Services
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    The Allocation Company, Inc.'s revenue is estimated to be in the range of $1M - $10M

Section iconFunding & Financials

  • $1M - $10M

    The Allocation Company, Inc.'s revenue is estimated to be in the range of $1M - $10M

Company Leadership

  • Stylized image of a person
    P. M.
    Senior Recruiter
    Mobile Phone
  • Stylized image of a person
    R. W.
    Senior Recruiter
    Mobile Phone

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