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Original filing (PDF)20250221050243NAL0005754145001

ROBOHAP INC

Form 5500
FILING_RECEIVED
ROBOHAP INC 401K PLAN
401(k) retirement plan
Signals · 2
Late filing · 3.2 mo~192 bps in Sched C fees
Active participants
262
Accounts w/ balance
198
Plan assets (EOY)
$50K
Net assets (EOY)
$50K
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
87
Concentration risk
75
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
  • Filed 3.2 months past the 10.5-month grace window.
  • 192 bps in Schedule C fees — modestly above peer band of 158 bps.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBOHAP INC.
Plan sponsor
Name
ROBOHAP INC
EIN
45-2471824
Address
261 MCCRAY ST · STE A · HOLLISTER, CA · 95023
Phone
(831) 597-0307
Industry
Accommodation & Food Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2025-02-21
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MANDEEP SOHI
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
ADP, INC.13-3036745RECORD KEEPER$950
Broker
1
NameEINLocationRelationDirect compIndirect comp
TD AMERITRADE, INC.82-0543156SECURITES BROKER$0

Investments

1 pooled fund· $135(0% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

InvestmentTypeCurrent value% of plan
INVESCO STABLE ASSET - ADPZ
INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001
Common Collective Trust
$1350.3%

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