How big is Robert HALF Inc.'s plan?

Robert HALF Inc.'s plan reported $597.9M in assets and 5,431 participants for 2024.

Original filing (PDF)20251014171703NAL0007006658001

Robert HALF Inc.

Name: Robert HALF Inc. — Robert HALF Inc. 401(k) Plan, Form 5500 (2024)
Creator: Robert HALF Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Robert HALF Inc. 401(k) Plan

401(k) retirement plan · Robert HALF Inc.'s Robert HALF Inc. 401(k) Plan held $597.9M in plan assets for 5,431 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

1 failed disclosureCorrective distributions issued

Active participants

5,431

Accounts w/ balance

7,293

Plan assets (EOY)

$597.9M

Net assets (EOY)

$597.9M

People on this filing

Leslie RIFE signed Robert HALF Inc.'s 2024 Form 5500 as plan administrator.

Leslie RIFE — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Robert HALF Inc.'s EIN is 94-1648752.

EIN 94-1648752

Plan number 002

Plan year 2024

ACK ID 20251014171703NAL0007006658001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Robert HALF Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Robert HALF Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

1 Schedule C provider failed to disclose compensation.
Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

ROBERT HALF INC.

EIN

all filings

Address

3001 BISHOP DRIVE · SUITE 140 · SAN RAMON, CA · 94583

Phone

(925) 913-1000

Industry

Admin Support & Waste Mgmt

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)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$30K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$205K	—
NORTHWEST CAPITAL MANAGEMENT, INC.

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

30 direct securities· $597.9M(100% of reported assets)

Mutual Funds

$416.2M

20 holdings

Common Collective Trusts

$109.2M

4 holdings

Other securities

$72.5M

6 holdings

					% of plan
Fidelity Growth Company Fund Mutual fund	Mutual Funds	—	—	$109.1M	18.3%
Fidelity 500 Index Fund Mutual fund	Common Collective Trusts	—	—	$78.4M	13.1%
Fidelity Freedom Blend 2055 Fund Mutual fund	Mutual Funds	—	—	$40.9M	6.8%
Fidelity Freedom Blend 2050 Fund Mutual fund	Mutual Funds	—	—	$37.7M	6.3%
Fidelity Freedom Blend 2045 Fund Mutual fund	Mutual Funds	—	—	$33.8M	5.7%
Fidelity Freedom Blend 2035 Fund Mutual fund	Mutual Funds	—	—	$28.4M	4.7%
Fidelity Freedom Blend 2040 Fund Mutual fund	Mutual Funds	—	—	$27.8M	4.6%
T. Rowe Price Dividend Growth Fund Mutual fund	Other securities	—	—	$23.8M	4.0%
Fidelity Freedom Blend 2060 Fund Mutual fund	Mutual Funds	—	—	$22.9M	3.8%
Fidelity Small Cap Growth Fund Mutual fund	Mutual Funds	—	—	$19.9M	3.3%
Fidelity Diversified International Fund Mutual fund	Mutual Funds	—	—	$19.0M	3.2%
Fidelity Freedom Blend 2030 Fund Mutual fund	Mutual Funds	—	—	$17.3M	2.9%
Fidelity Government Money Market Fund Money market mutual fund	Mutual Funds	—	—	$16.9M	2.8%
Baird Core Plus Investment Fund Mutual fund	Other securities	—	—	$15.3M	2.6%
Fidelity Total International Index Fund Mutual fund	Common Collective Trusts	—	—	$15.0M	2.5%
Janus Enterprise Fund Mutual fund	Mutual Funds	—	—	$13.8M	2.3%
Allspring Special Mid Cap Value R6 Mutual fund	Other securities	—	—	$13.3M	2.2%
Fidelity Balanced Fund Mutual fund	Mutual Funds	—	—	$12.9M	2.2%
Columbia Dividend Income Institutional Fund Mutual fund	Other securities	—	—	$9.4M	1.6%
Fidelity US Bond Index Fund Mutual fund	Common Collective Trusts	—	—	$8.4M	1.4%
Notes receivable from participants maturities through November 2034 -	Other securities	—	—	$8.4M	1.4%
Fidelity Extended Market Index Fund Mutual fund	Common Collective Trusts	—	—	$7.4M	1.2%
Fidelity Freedom Blend 2025 Fund Mutual fund	Mutual Funds	—	—	$6.3M	1.1%
Fidelity Freedom Blend 2065 Fund Mutual fund	Mutual Funds	—	—	$3.1M	0.5%
Fidelity Freedom Blend 2020 Fund Mutual fund	Mutual Funds	—	—	$2.8M	0.5%
American Beacon Small Cap Value Fund Mutual fund	Other securities	—	—	$2.2M	0.4%
Fidelity Freedom Blend Income Fund Mutual fund	Mutual Funds	—	—	$1.5M	0.3%
Fidelity Freedom Blend 2015 Fund Mutual fund	Mutual Funds	—	—	$1.2M	0.2%
Fidelity Freedom Blend 2010 Fund Mutual fund	Mutual Funds	—	—	$847K	0.1%
Fidelity Freedom Blend 2070 Fund Mutual fund	Mutual Funds	—	—	$79K	<0.1%