2023 Form 5500 filing — Robert Half Inc. 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241010110244NAL0020865457001) for Robert Half Inc. 401(K) Plan, reported by Robert Half Inc. under EIN 94-1648752 and plan number 002. It reports 9,025 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010110244NAL0020865457001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Robert Half Inc.
- EIN
- 94-1648752
- Plan number
- 002
- Location
- San Ramon, CA
- Participants
- 9,025
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $475,551,139
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $475,551,139
- Employer contributions
- $16,449,433
- Participant contributions
- $48,758,058
- Total income / additions
- $151,086,344
- Benefits paid
- $32,915,686
- Administrative expenses
- $450,160
- Total expenses
- $33,403,057
- Net increase / (decrease)
- $117,683,287
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $218,477 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $199,700 | not reported in the loaded dataset |
| Armamino Llp | ACCOUNTANT/AUDITOR | $23,940 | not reported in the loaded dataset |
| Northwest Capital Management, Inc. | INVESTMENT ADVISOR | $8,043 | not reported in the loaded dataset |