Filings through Oct 24, 2026.

Retirement plan

401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates

Name: ROBERT'S HAWAII, INC. - 401(K) PROFIT SHARING THRIFT PLAN OF ROBERT'S HAWAII, INC. & AFFILIATES (2025) Form 5500
Creator: ROBERT'S HAWAII, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 401(K) PROFIT SHARING THRIFT PLAN OF ROBERT'S HAWAII, INC. & AFFILIATES, ROBERT'S HAWAII, INC.

Robert's Hawaii, Inc.EIN 99-0185478Plan #001PY 2025

438 HOBRON LANE, SUITE 500 - HONOLULU, HI 96815808-523-7750robertshawaii.comLinkedIn1001-5000 employeesleisure, travel & tourism

Other plans on this EIN

1 filing

#003Retirement-$113.0M assets

Prospect flagsLow employer contributionCorrective distributionsFund lineup: 2 funds, $3.2M

Top hat statement on fileNQDC

Filed October 27, 1992

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$36.1M

+10.8% from 2024

Total participants

1,289

-6.2% from 2024

Average account balance

$31,907

+17.1% from 2024

Annual return

16.87%

-1.24 pp from 2024

Benchmarks

See 253 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants1,000-4,999

Cohort253 peers

Snapshot2025

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Analytics

See the 10-year trajectory with Pro.

Service providers

Top 3 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL3 years Service code 37 · EIN 04-2647786	Loan Processing	$95,798
KMH LLP9 years Service code 10 · EIN 42-1539623	Accounting	$16,470
ALPHAPOINT, INC.7 years Filed as: ALPHAPOINT, INC Service code 27 · EIN 14-1884337	Advisory (Plan)	$10,000

Fund lineup

CSV with Pro

2 funds of $250K or more; 9 lines in all, holding $3.2M of the plan's $32.6M. From the 2024 filing. Recordkeeper: Fidelity (FMR).

In collective trusts0%median 0% for plans of $5M to $50M (35,181 plans)

In index funds<1%median 21% for plans of $5M to $50M (35,181 plans)

In the main target-date series0%median 36% for plans of $5M to $50M (35,181 plans)

Employer stockNo

Fund	Manager	Vehicle	Dollars	% of funds%
Lincoln Stable Value Account Lincoln Financial · Insurance contract	Lincoln Financial	Insurance contract	$2.4M	73.7%
various terms, interest rates of to percent; maturing through April 2033 Manager not matched · Other	Not yet matched	Other	$614K	19.0%
Artisan Mid Cap Value Fund Artisan Partners · Mutual fund	Artisan Partners	Mutual fund	$53K	1.6%
Vanguard Wellesley Income Fund Admiral Shares Vanguard · Mutual fund	Vanguard	Mutual fund	$53K	1.6%
Cohen & Steers Real Estate Securities Fund Class Z Cohen & Steers · Mutual fund	Cohen & Steers	Mutual fund	$50K	1.6%
NEW World Fund INC Class R-6 Capital Group · Mutual fund	Capital Group	Mutual fund	$41K	1.3%
Equity & Income Fund - Institutional Natixis IM · Mutual fund	Natixis IM	Mutual fund	$26K	0.8%
Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund	Fidelity (FMR)	Mutual fund	$11K	0.4%
Janus Henderson Balanced Fund Class N Janus Henderson · Mutual fund	Janus Henderson	Mutual fund	$988	<0.1%

Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$123K

$110 / participant

Recordkeeping$96K77.9%
Investment mgmt$7440.6%
Other / not subdivided$26K21.5%

% of EOY assets

0.341%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: KMH LLP
Auditor EIN: 421539623
Audit fees: $16,470
Opinion code: Unqualified

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Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL3 years

Service code 37 · EIN 04-2647786

Loan Processing

$95,798

KMH LLP9 years

Service code 10 · EIN 42-1539623

Accounting

$16,470

ALPHAPOINT, INC.7 years

Filed as: ALPHAPOINT, INC

Service code 27 · EIN 14-1884337

Advisory (Plan)

$10,000

Fund

Dollars

% of funds%

Lincoln Stable Value Account

Lincoln Financial · Insurance contract

$2.4M

73.7%

various terms, interest rates of to percent; maturing through April 2033

Manager not matched · Other

$614K

19.0%

Artisan Mid Cap Value Fund

Artisan Partners · Mutual fund

$53K

1.6%

Vanguard Wellesley Income Fund Admiral Shares

Vanguard · Mutual fund

$53K

1.6%

Cohen & Steers Real Estate Securities Fund Class Z

Cohen & Steers · Mutual fund

$50K

1.6%

NEW World Fund INC Class R-6

Capital Group · Mutual fund

$41K

1.3%

Equity & Income Fund - Institutional

Natixis IM · Mutual fund

$26K

0.8%

Fidelity International Index Fund

Fidelity (FMR) · Mutual fund

IndexRecordkeeper's own fund

$11K

0.4%

Janus Henderson Balanced Fund Class N

Janus Henderson · Mutual fund

$988

<0.1%

401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

401(k) Profit Sharing Thrift Plan of Robert's Hawaii, Inc. & Affiliates

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion