Original filing (PDF)20260209144836NAL0001246401001

ROBERTS HAWAII, INC

Name: ROBERTS HAWAII, INC — ROBERTS HAWAII, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: ROBERTS HAWAII, INC

Form 5500

FILING_RECEIVED

ROBERTS HAWAII, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 4

Late filing · 2.8 mo50% in single holding50% employer stockNo recordkeeper disclosed

Active participants

1,153

Accounts w/ balance

2,299

Plan assets (EOY)

$129.0M

Net assets (EOY)

$119.4M

How this plan invests

This plan

4 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROBERTS HAWAII, INC.

Plan sponsor

Name

ROBERTS HAWAII, INC

EIN

99-0185478

Address

444 NIU STREET, SUITE 300 · HONOLULU, HI · 96815

Phone

(808) 523-7750

Industry

Transportation & Warehousingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2026-02-09

Pension benefit codes

2I · Stock bonus

2P · Leveraged ESOP

2Q · S-corporation ESOP

3I · Requires investment in employer securities

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

KMH LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

3 direct securities· $129.2M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Robert's Hawaii Holdings, Inc. 4,350,000 common shares	—	—	$87.2M	$128.8M	99.9%
Goldman Sachs Financial Square Money market fund	—	—	$153K	$153K	0.1%
GreatBanc Mutual fund	—	—	$153K	$153K	0.1%

Related plans

Similar-size Transportation & Warehousing plans

BOARD OF TRUSTEES OF CALIFORNIA MACHINISTS 401K PLAN

CALIFORNIA MACHINISTS 401K PLAN

$147.6M · 1,848 participants

BEACON MOBILITY CORP.

BEACON MOBILITY TRANSPORTATION EMPLOYEE RETIREMENT PLAN

$89.4M · 9,731 participants

MOL (AMERICAS) LLC

MOL RETIREMENT & SAVINGS PLAN

$77.0M · 109 participants

COACH USA, INC.

COACH USA, INC. 401(K) AND SAVINGS PLAN

$75.7M · 2,285 participants

RHEINMETALL GROUP

RHEINMETALL GROUP USA 401(K) RETIREMENT PLAN