How big is Aloha United Way, Inc.'s plan?

Aloha United Way, Inc.'s plan reported $1.6M in assets and 55 participants for 2024.

Original filing (PDF)20251014200516NAL0001809331001

Aloha United Way, Inc.

Name: Aloha United Way, Inc. — Aloha United Way 401(k), Form 5500 (2024)
Creator: Aloha United Way, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Aloha United Way 401(k) Plan

401(k) retirement plan · Aloha United Way, Inc.'s Aloha United Way 401(k) Plan held $1.6M in plan assets for 55 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Michelle Bartel signed Aloha United Way, Inc.'s 2024 Form 5500 as plan administrator.

Michelle Bartel — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Aloha United Way, Inc.'s EIN is 99-0073494.

EIN 99-0073494

Plan number 003

Plan year 2024

ACK ID 20251014200516NAL0001809331001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Aloha United Way, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Aloha United Way, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALOHA UNITED WAY, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score