# Robert'S Hawaii, INC. 401(k) Plan
Source: https://planprovider.pro/companies/robert-s-hawaii-inc-401k-plan

> Robert'S Hawaii, INC.'s 401(k) plan: 1,140 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [KMH LLP](https://planprovider.pro/provider/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|

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