How big is Julius Block & Co. Inc.'s plan?

Julius Block & Co. Inc.'s plan reported $2.6M in assets and 5 participants for 2024.

Original filing (PDF)20251015092700NAL0008523266001

Julius Block & Co. Inc.

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

Form 5500-SF

FILING_RECEIVED

Julius Block & Co., Inc. Profit Sharing Plan

Defined-contribution retirement plan · Julius Block & Co. Inc.'s Julius Block & Co., Inc. Profit Sharing Plan held $2.6M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Peter Harper signed Julius Block & Co. Inc.'s 2024 Form 5500 as plan administrator.

Peter Harper — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Julius Block & Co. Inc.'s EIN is 23-1666728.

EIN 23-1666728

Plan number 002

Plan year 2024

ACK ID 20251015092700NAL0008523266001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Julius Block & Co. Inc.'s plan includes profit-sharing.

Decision-maker contacts

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

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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