How big is HERB Block Foundation's plan?

HERB Block Foundation's plan reported $1.9M in assets and 2 participants for 2024.

Original filing (PDF)20250625132658NAL0008154001001

HERB Block Foundation

Name: HERB Block Foundation — HERB Block Foundation 403(b), Form 5500 (2024)
Creator: HERB Block Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HERB Block Foundation 403(b)

403(b) retirement plan · HERB Block Foundation's HERB Block Foundation 403(b) held $1.9M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Marcela Brane signed HERB Block Foundation's 2024 Form 5500 as plan administrator.

Marcela Brane — 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

HERB Block Foundation's EIN is 26-0008276.

EIN 26-0008276

Plan number 001

Plan year 2024

ACK ID 20250625132658NAL0008154001001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

HERB Block Foundation's plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA), 403(b) custodial accounts.

Decision-maker contacts

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

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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