Plan Snapshot
- Plan Sponsor: Aloha Workforce Management Solutions
- Sponsor EIN: 824839041
- Sponsor Address: 3753 HOWARD HUGHES PKWY, LAS VEGAS, NV, 89169
- Plan Type: 401(k)
- Total Participants: 532
- Total Assets: $11.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 532 | $11.9M | $261,081 | $776,344 |
| 2023 | 524 | $10.1M | $200,314 | $796,781 |
| 2022 | 491 | $8.3M | $199,490 | $729,468 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SKIBBIE CPA, INC. | Auditor | $17,993 | — | $17,993 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,993
- Estimated Expense Ratio: 0.151% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $81,098 | $31,485 | $28,078 | $17,993 | — |
| 2023 | $79,922 | $24,722 | $33,172 | $8,979 | — |
| 2022 | $63,170 | $24,348 | $38,822 | — | — |