How big is Block & Block, CPA's plan?

Block & Block, CPA's plan reported $2.1M in assets and 1 participants for 2024.

Original filing (PDF)20250630154501NAL0011976977001

Block & Block, CPA

Name: Block & Block, CPA — Block & Block, CPA Retirement, Form 5500 (2024)
Creator: Block & Block, CPA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Block & Block, CPA Retirement Plan

401(k) retirement plan · Block & Block, CPA's Block & Block, CPA Retirement Plan held $2.1M in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

Block & Block, CPA's EIN is 13-3048744.

EIN 13-3048744

Plan number 001

Plan year 2024

ACK ID 20250630154501NAL0011976977001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Block & Block, CPA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Block & Block, CPA's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BLOCK & BLOCK, CPA.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

BLOCK & BLOCK, CPA

EIN

all filings

Address

545 EIGHTH AVENUE, SUITE 2203 · NEW YORK, NY · 10018

Phone

(212) 564-4682

Industry

CPA Offices· Professional & Technical Services

Plan administrator