401(k) Profit Sharing Thrift Plan Of Robert's Hawaii, Inc. & Affiliates
Sponsored by Robert's Hawaii, Inc. · EIN 990185478 · Plan #001
- Total assets
- $32.6M
- Net assets
- $32.6M
- Active participants
- 1,140
- With balances
- 1,195
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 |
|---|---|---|
| Alphapoint, Inc. CRD 130115 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $89,754 |
| Kmh Llp | Accounting | $15,686 |
| Alphapoint, Inc | Investment advisory (plan) | $15,000 |