Aldo US retirement plan: assets, participants and fees
What Aldo US' retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Nwps | 2024 Schedule C ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2024 filing, the latest that names one. The other rows are from the plan year 2025 filing.
How the plan compares
Plan year 2025 medians for 36,846 defined-contribution plans in retail trade with fewer than 100 participants.
| Aldo US: employer contribution per participant | $681 | |
| Peer median | $1,376 |
| Aldo US: average balance | $16,441 | |
| Peer median | $45,882 |
| Aldo US: admin expenses ÷ assets | 0.81% | |
| Peer median | 0.47% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $138K at the end of plan year 2021 to $148K at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 29 | $148K | $6,131 | $681 | 0.81% | Not published | 5500-SF ↗ |
| 2024 | 1,517 | $8.6M | $256K | $1,035 | 0.69% | Not published | Form 5500 ↗ |
| 2023 | 574 | $7.2M | $223K | $1,036 | 0.69% | Not published | Form 5500 ↗ |
| 2022 | 587 | $6.3M | $256K | $1,112 | 0.72% | Not published | Form 5500 ↗ |
| 2021 | 40 | $138K | $10K | $787 | — | Not published | 5500-SF ↗ |
Common questions
Does Aldo US match 401(k) contributions?
The match terms for the Aldo Pr Savings and Investment Plan have not been published from its filing yet. The plan year 2025 filing reports $6,131 in employer contributions, about $681 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Aldo US 401(k) match vested?
The vesting schedule for the Aldo Pr Savings and Investment Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Aldo US 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Nwps. The plan administrator is Aldo US, Inc..
I left Aldo US. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Aldo US, Inc., (888) 298-2536) or the recordkeeper, Nwps. The Aldo US old 401(k) page lists the contacts from every plan filing. Find an old Aldo US 401(k)
Data from the public Form 5500 annual reports Aldo US filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Aldo US. Not financial advice. Report a correction · Methodology