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Original filing (PDF)20251014171022NAL0001717475001
ROBERT HALF INC.
Form 5500
FILING_RECEIVED
ROBERT HALF INC. 401(K) PLAN FOR CONTRACT TALENT AND FULL-TIME ENGAGEMENT PROFESSIONALS
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
30,658
Accounts w/ balance
9,405
Plan assets (EOY)
$173.2M
Net assets (EOY)
$173.2M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
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
65
Vendor stack
100
Participation health
65
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- 21 bps in Schedule C fees — 114% above peer band of 10 bps.
- Only 31% as many balances as active participants — suggests many active employees aren't deferring.
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 DR. · 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
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2E · Profit-sharing
2J · 401(k) feature
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)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $297K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $48K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARMANINO LLP | 33-2514127 | — | ACCOUNTANT/AUDITOR | $25K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
29 direct securities· $172.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual fund | — | — | — | $22.1M | 12.7% | |
| Fidelity Growth Company Fund Mutual fund | — | — | — | $20.7M | 12.0% | |
| Fidelity Freedom Blend 2035 Fund Mutual fund | — | — | — | $13.3M | 7.7% | |
| Fidelity Freedom Blend 2040 Fund Mutual fund | — | — | — | $12.4M | 7.2% | |
| Fidelity Freedom Blend 2030 Fund Mutual fund | — | — | — | $12.4M | 7.2% | |
| Fidelity Freedom Blend 2045 Fund Mutual fund | — | — | — | $10.6M | 6.1% | |
| Fidelity Freedom Blend 2050 Fund Mutual fund | — | — | — | $8.9M | 5.1% | |
| Fidelity Freedom Blend 2025 Fund Mutual fund | — | — | — | $8.7M | 5.0% | |
| Fidelity Freedom Blend 2055 Fund Mutual fund | — | — | — | $7.6M | 4.4% | |
| Fidelity Government Money Market Fund Money market mutual fund | — | — | — | $6.1M | 3.5% | |
| Fidelity Freedom Blend 2060 Fund Mutual fund | — | — | — | $5.6M | 3.2% | |
| Fidelity Balanced Fund Mutual fund | — | — | — | $5.4M | 3.1% | |
| Baird Core Plus Investment Fund Mutual fund | — | — | — | $4.0M | 2.3% | |
| Janus Enterprise Fund Mutual fund | — | — | — | $3.6M | 2.1% | |
| Fidelity Small Cap Growth Fund Mutual fund | — | — | — | $3.4M | 2.0% | |
| T. Rowe Price Dividend Growth Fund Mutual fund | — | — | — | $3.2M | 1.9% | |
| Fidelity Total International Index Fund Mutual fund | — | — | — | $3.2M | 1.9% | |
| Allspring Special Mid Cap Value Fund Mutual fund | — | — | — | $3.2M | 1.8% | |
| Fidelity Freedom Blend 2020 Fund Mutual fund | — | — | — | $3.1M | 1.8% | |
| Fidelity Diversified International Mutual fund | — | — | — | $2.9M | 1.7% | |
| Fidelity Extended Market Index Fund Mutual fund | — | — | — | $2.5M | 1.5% | |
| Columbia Dividend Income Institutional Fund Mutual fund | — | — | — | $2.4M | 1.4% | |
| Fidelity Freedom Blend 2070 Fund Mutual Fund ** 478 * Fidelity US Bond Index Fund Mutual fund | — | — | — | $2.2M | 1.3% | |
| Fidelity Freedom Blend 2065 Fund Mutual fund | — | — | — | $1.8M | 1.0% | |
| Notes receivable from participants maturities through October 2034. - | — | — | — | $1.5M | 0.8% | |
| American Beacon Small Cap Value Fund Mutual fund | — | — | — | $685K | 0.4% | |
| Fidelity Freedom Blend 2015 Fund Mutual fund | — | — | — | $679K | 0.4% | |
| Fidelity Freedom Blend Income Fund Mutual fund | — | — | — | $445K | 0.3% | |
| Fidelity Freedom Blend 2010 Fund Mutual fund | — | — | — | $141K | <0.1% |
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