What public Form 5500 filings show about the Aloha Workforce Management Solutions 401(k) plan — and how to find and check your own account.
Aloha Workforce Management Solutions (EIN 82-4839041) reports ALOHA WMS RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $11.9M in plan assets across 532 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Aloha Workforce Management Solutions filing — schedules, fees, and providers.
Aloha Workforce Management Solutions’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Aloha Workforce Management SolutionsHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB BANK, AMERITAS LIFE INSURANCE, ALOHA WORKFORCE MANAGEMENT SOLUTION, SKIBBIE CPA, RBF CAPITAL MANAGEMENT.
