# Roberts Hawaii, INC DC Plan
Source: https://planprovider.pro/companies/roberts-hawaii-inc-plan

> Roberts Hawaii, INC's DC plan: 1,153 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Roberts Hawaii, INC

- **Sponsor EIN:** 990185478

- **Sponsor Address:** 444 NIU STREET, SUITE 300, HONOLULU, HI, 96815

- **Plan Type:** DC

- **Total Participants:** 1,153

- **Total Assets:** $129.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,153|$129.0M|$10.1M|$0|

| 2023|1,253|$128.3M|$8.3M|$0|

| 2022|1,383|$109.1M|$5.6M|$0|

## 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|

| KMH LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [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:** $0

### 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|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [Robert'S Hawaii, INC.](https://planprovider.pro/companies/robert-s-hawaii-inc-401k-plan) — 1,140 participants

- [E Noa Corporation](https://planprovider.pro/companies/e-noa-corporation-401k-plan) — 100 participants

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