Aloha Workforce Management Solutions 401(k) match, vesting and fees
What Aloha Workforce Management Solutions' 401(k) 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 | Ameritas Life Insurance Corp | Schedule C ↗ |
| Independent auditor | Skibbie Cpa, Inc. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,446 defined-contribution plans in administrative, support and waste management services with 100 to 499 participants.
| Aloha Workforce Management Solutions: employer contribution per participant | $824 | |
| Peer median | $1,495 |
| Aloha Workforce Management Solutions: average balance | $37,580 | |
| Peer median | $34,563 |
| Aloha Workforce Management Solutions: admin expenses ÷ assets | 0.74% | |
| Peer median | 0.51% |
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 $9.1M at the end of plan year 2021 to $11.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 588 | $11.9M | $261K | $824 | 0.74% | Not published | Form 5500 ↗ |
| 2023 | 615 | $10.1M | $200K | $828 | 0.87% | Not published | Form 5500 ↗ |
| 2022 | 570 | $8.3M | $199K | $725 | 0.73% | Not published | Form 5500 ↗ |
| 2021 | 479 | $9.1M | $51K | $183 | 0.47% | Not published | 5500-SF ↗ |
Common questions
Does Aloha Workforce Management Solutions match 401(k) contributions?
The match terms for the Aloha Wms Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $261K in employer contributions, about $824 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Aloha Workforce Management Solutions 401(k) match vested?
The vesting schedule for the Aloha Wms Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Aloha Workforce Management Solutions 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Ameritas Life Insurance Corp. The plan administrator is Aloha Workforce Management Solutions.
I left Aloha Workforce Management Solutions. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Aloha Workforce Management Solutions, (866) 522-5642) or the recordkeeper, Ameritas Life Insurance Corp. The Aloha Workforce Management Solutions old 401(k) page lists the contacts from every plan filing. Find an old Aloha Workforce Management Solutions 401(k)
Data from the public Form 5500 annual reports Aloha Workforce Management Solutions filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) 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 Aloha Workforce Management Solutions. Not financial advice. Report a correction · Methodology