Original filing (PDF)20251013144507NAL0001540721004

ROY'S HOLDINGS, INC.

Name: ROY'S HOLDINGS, INC. — ROY'S HOLDING'S, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: ROY'S HOLDINGS, INC.

Form 5500

FILING_RECEIVED

ROY'S HOLDING'S, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 3

100% in single holding100% employer stockNo recordkeeper disclosed

Active participants

346

Accounts w/ balance

393

Plan assets (EOY)

$17.8M

Net assets (EOY)

$1.1M

How this plan invests

This plan

2 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

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROY'S HOLDINGS, INC..

Plan sponsor

Name

ROY'S HOLDINGS, INC.

EIN

99-0341036

Address

6600 KALANIANAOLE HWY STE. 110 · HONOLULU, HI · 968251282

Phone

(808) 396-7697

Industry

Accommodation & Food Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2I · Stock bonus

2P · Leveraged ESOP

2Q · S-corporation ESOP

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

CW ASSOCIATES, CPAS

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

2 direct securities· $17.8M(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Investment in common stock * Roy's Holdings, Inc. 10,000,000 shares of common stock	—	—	$23.2M	$17.8M	100.0%
	Noninterest-bearing cash * First Hawaiian Bank Checking account	—	—	$6K	$6K	<0.1%

Related plans

Similar-size Accommodation & Food Services plans

CARRABBAS

CARRABBAS 401(K) PLAN

$17.7M · 559 participants

SELECT INVESTMENT AND MANAGEMENT CO.

SELECT INVESTMENT AND MANAGEMENT CO. EMPLOYEE STOCK OWNERSHIP PLAN

$17.6M · 111 participants

STEAK N SHAKE INC.

THE STEAK 'N SHAKE 401(K) SAVINGS PLAN

$17.5M · 1,052 participants

JOE'S STONE CRABS, INC.

JOE'S STONE CRABS, INC. 401(K) PLAN

$17.4M · 365 participants

NOBU GROUP, LLC

NOBU 401(K) RETIREMENT PLAN

$18.2M · 808 participants