H&R Block Management, LLC 401(k) Plan

The H&R Block Management, LLC 401(k) on its latest Form 5500

H&R Block Management, LLC (EIN 43-1632589) reports H & R BLOCK RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $1.1B in plan assets across 22,188 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full H&R Block Management, LLC filing — schedules, fees, and providers.

Who runs the H&R Block Management, LLC 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your H&R Block Management, LLC 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC ADVISORS.

How to check your H&R Block Management, LLC 401(k)

• Log in to Fidelity’s participant portal (the site on your statements).
• Ask H&R Block Management, LLC HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).