Aloha Wms Retirement Savings Plan
Sponsored by Aloha Workforce Management Solutions · EIN 824839041 · Plan #001
- Total assets
- $11.9M
- Net assets
- $11.9M
- Active participants
- 532
- With balances
- 317
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Rbf Capital Management, Inc. CRD 164524 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rbf Capital Management, Inc. | Investment advisory (participants), Investment advisory (plan), Investment management | $31,485 |
| Ameritas Life Insurance Corp | Claims processing, Contract administrator, Plan administrator | $19,319 |
| Skibbie, Cpa Inc. | Accounting, Direct payment from the plan | $17,993 |
| Aloha Workforce Management Solution | Claims processing, Recordkeeping, Participant loan processing | $8,789 |
| Charles Schwab Bank | Custodial (securities), Securities brokerage, Participant loan processing | $3,542 |