Plan Snapshot
- Plan Sponsor: Robert'S Hawaii, INC.
- Sponsor EIN: 990185478
- Sponsor Address: 444 NIU STREET, SUITE 300, HONOLULU, HI, 96815
- Plan Type: 401(k)
- Total Participants: 1,140
- Total Assets: $32.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 1,140 | $32.6M | $0 | $1.8M |
| 2023 | 1,118 | $28.1M | $0 | $1.7M |
| 2022 | 1,206 | $24.7M | $0 | $1.8M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $89,754 | — | $89,754 |
| KMH LLP | AUDITOR | $15,686 | — | $15,686 |
| ALPHAPOINT, INC | INVESTMENT ADVISOR | $15,000 | — | $15,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- KMH LLP — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $120,440
- Estimated Expense Ratio: 0.370% 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 | $115,579 | $10,139 | — | $15,686 | — |
| 2023 | $102,226 | $10,916 | — | $5,378 | — |
| 2022 | $153,696 | $9,581 | $129,550 | — | $14,565 |