Aloha Workforce Management Solutions' EIN is 82-4839041.
Download the official 2024 Form 5500 (PDF) for Aloha Workforce Management Solutions from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Aloha Workforce Management Solutions' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBF CAPITAL MANAGEMENT, INC. | 45-5277485 | — | NONE | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SKIBBIE, CPA INC. | 27-0851321 | — | NONE | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $9.3M | 78.2% | |
| [Assets held in interest-bearing cash] | Other | — | — | $2.0M | 16.4% | |
| [Assets held in participant loans] | Other | — | — | $150K | 1.3% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | 47-0098400 | — | NONE | $19K | — |
| ALOHA WORKFORCE MANAGEMENT SOLUTION | 82-4839041 | — | NONE | $9K | — |
| CHARLES SCHWAB BANK | 82-3967259 | — | NONE | $4K | — |
