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Original filing (PDF)20251014171703NAL0007006658001
ROBERT HALF INC.
Form 5500
FILING_RECEIVED
ROBERT HALF INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
5,431
Accounts w/ balance
7,293
Plan assets (EOY)
$597.9M
Net assets (EOY)
$597.9M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBERT HALF INC..
Plan sponsor
Name
ROBERT HALF INC.
EIN
94-1648752
Address
3001 BISHOP DRIVE · SUITE 140 · SAN RAMON, CA · 94583
Phone
(925) 913-1000
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Name
ROBERT HALF BENEFIT PLAN COMMITTEE
EIN
94-1648752
City
SAN RAMON, CA
Phone
(925) 913-1000
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
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
ARMANINO, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $30K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $205K | — |
| NORTHWEST CAPITAL MANAGEMENT, INC. | 93-1242462 | — | INVESTMENT ADVISOR | $11K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARMAMINO LLP | 94-6214841 | — | ACCOUNTANT/AUDITOR | $25K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
30 direct securities· $597.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Growth Company Fund Mutual fund | — | — | — | $109.1M | 18.3% | |
| Fidelity 500 Index Fund Mutual fund | — | — | — | $78.4M | 13.1% | |
| Fidelity Freedom Blend 2055 Fund Mutual fund | — | — | — | $40.9M | 6.8% | |
| Fidelity Freedom Blend 2050 Fund Mutual fund | — | — | — | $37.7M | 6.3% | |
| Fidelity Freedom Blend 2045 Fund Mutual fund | — | — | — | $33.8M | 5.7% | |
| Fidelity Freedom Blend 2035 Fund Mutual fund | — | — | — | $28.4M | 4.7% | |
| Fidelity Freedom Blend 2040 Fund Mutual fund | — | — | — | $27.8M | 4.6% | |
| T. Rowe Price Dividend Growth Fund Mutual fund | — | — | — | $23.8M | 4.0% | |
| Fidelity Freedom Blend 2060 Fund Mutual fund | — | — | — | $22.9M | 3.8% | |
| Fidelity Small Cap Growth Fund Mutual fund | — | — | — | $19.9M | 3.3% | |
| Fidelity Diversified International Fund Mutual fund | — | — | — | $19.0M | 3.2% | |
| Fidelity Freedom Blend 2030 Fund Mutual fund | — | — | — | $17.3M | 2.9% | |
| Fidelity Government Money Market Fund Money market mutual fund | — | — | — | $16.9M | 2.8% | |
| Baird Core Plus Investment Fund Mutual fund | — | — | — | $15.3M | 2.6% | |
| Fidelity Total International Index Fund Mutual fund | — | — | — | $15.0M | 2.5% | |
| Janus Enterprise Fund Mutual fund | — | — | — | $13.8M | 2.3% | |
| Allspring Special Mid Cap Value R6 Mutual fund | — | — | — | $13.3M | 2.2% | |
| Fidelity Balanced Fund Mutual fund | — | — | — | $12.9M | 2.2% | |
| Columbia Dividend Income Institutional Fund Mutual fund | — | — | — | $9.4M | 1.6% | |
| Fidelity US Bond Index Fund Mutual fund | — | — | — | $8.4M | 1.4% | |
| Notes receivable from participants maturities through November 2034 - | — | — | — | $8.4M | 1.4% | |
| Fidelity Extended Market Index Fund Mutual fund | — | — | — | $7.4M | 1.2% | |
| Fidelity Freedom Blend 2025 Fund Mutual fund | — | — | — | $6.3M | 1.1% | |
| Fidelity Freedom Blend 2065 Fund Mutual fund | — | — | — | $3.1M | 0.5% | |
| Fidelity Freedom Blend 2020 Fund Mutual fund | — | — | — | $2.8M | 0.5% | |
| American Beacon Small Cap Value Fund Mutual fund | — | — | — | $2.2M | 0.4% | |
| Fidelity Freedom Blend Income Fund Mutual fund | — | — | — | $1.5M | 0.3% | |
| Fidelity Freedom Blend 2015 Fund Mutual fund | — | — | — | $1.2M | 0.2% | |
| Fidelity Freedom Blend 2010 Fund Mutual fund | — | — | — | $847K | 0.1% | |
| Fidelity Freedom Blend 2070 Fund Mutual fund | — | — | — | $79K | <0.1% |