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Original filing (PDF)20251014070622NAL0001059379001
ALOHA WORKFORCE MANAGEMENT SOLUTIONS
Form 5500
FILING_RECEIVED
ALOHA WMS RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
532
Accounts w/ balance
317
Plan assets (EOY)
$11.9M
Net assets (EOY)
$11.9M
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
80
Knocking points off
- 68 bps in Schedule C fees — 135% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- 60% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALOHA WORKFORCE MANAGEMENT SOLUTIONS.
Plan sponsor
Name
ALOHA WORKFORCE MANAGEMENT SOLUTIONS
EIN
82-4839041
Address
3753 HOWARD HUGHES PKWY · STE 200 · LAS VEGAS, NV · 89169
Phone
(866) 522-5642
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
2V · PEO multiple-employer plan
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SKIBBIE CPA, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBF CAPITAL MANAGEMENT, INC. | 45-5277485 | — | NONE | $31K | — |
| AMERITAS LIFE INSURANCE CORP | 47-0098400 | — | NONE | $19K | — |
| SKIBBIE, CPA INC. | 27-0851321 | — | NONE | $18K | — |
| ALOHA WORKFORCE MANAGEMENT SOLUTION | 82-4839041 | — | NONE | $9K | — |
| CHARLES SCHWAB BANK | 82-3967259 | — | NONE | $4K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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