Back to filter
Original filing (PDF)20251006104217NAL0001791651001
BLOCK REAL ESTATE SERVICES LLC
Form 5500
FILING_RECEIVED
BLOCK REAL ESTATE SERVICES LLC 401K SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
354
Accounts w/ balance
159
Plan assets (EOY)
$5.7M
Net assets (EOY)
$5.7M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 45% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (27 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLOCK REAL ESTATE SERVICES LLC.
Plan sponsor
Name
BLOCK REAL ESTATE SERVICES LLC
EIN
27-0368121
Address
4622 PENNSYLVANIA AVENUE SUITE 700 · KANSAS CITY, MO · 64112
Phone
(816) 878-6303
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BERGANKDV, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARINER WEALTH ADVISORS LLC | 20-4553256 | — | NONE | $14K | — |
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $2K | — |
Investments
27 direct securities · 1 pooled fund· $11.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$5.6M
26 holdings
Pooled Separate Account
$5.6M
1 holding
Pooled Separate Accounts
$79K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $5.6M | 97.7% | |
| American United Life American Funds 2045 Target Date Retirement Fund R6 | — | — | — | $594K | 10.4% | |
| American United Life American Funds 2055 Target Date Retirement Fund R6 | — | — | — | $584K | 10.3% | |
| American United Life American Funds 2035 Target Date Retirement Fund R6 | — | — | — | $509K | 8.9% | |
| American United Life American Funds 2040 Target Date Retirement Fund R6 | — | — | — | $439K | 7.7% | |
| American United Life Fidelity 500 Index Fund | — | — | — | $419K | 7.3% | |
| American United Life Fidelity MidCap Index Fund | — | — | — | $401K | 7.0% | |
| American United Life American Funds 2030 Target Date Retirement Fund R6 | — | — | — | $345K | 6.1% | |
| American United Life American Funds 2050 Target Date Retirement Fund R6 | — | — | — | $329K | 5.8% | |
| American United Life American Funds 2025 Target Date Retirement Fund R6 | — | — | — | $315K | 5.5% | |
| American United Life Amerian Funds EuroPacific Growth Fund R6 | — | — | — | $285K | 5.0% | |
| American United Life MFS Growth R6 | — | — | — | $272K | 4.8% | |
| American United Life American Funds 2060 Target Date Retirement Fund R6 | — | — | — | $269K | 4.7% | |
| American United Life MFS Value Fund R6 | — | — | — | $191K | 3.3% | |
| American United Life MFS Mid Cap Value R6 | — | — | — | $171K | 3.0% | |
| participants ranging from July 2025 to September 2039 $0 | — | — | — | $124K | 2.2% | |
| American United Life Fidelity SmallCap Index Fund | — | — | — | $97K | 1.7% | |
| s * American United Life AB SmallCap Growth Fund Z | Pooled Separate Accounts | — | — | $79K | 1.4% | |
| American United Life DFA US Targeted Value Fund I | — | — | — | $65K | 1.1% | |
| American United Life Invesco Discovery Midcap Growth R6 | — | — | — | $62K | 1.1% | |
| American United Life Fidelity U.S. Bond Index Fund | — | — | — | $31K | 0.5% | |
| American United Life American Funds 2010 Target Date Retirement Fund R6 | — | — | — | $30K | 0.5% | |
| American United Life American Funds 2065 Target Date Retirement Fund R6 | — | — | — | $27K | 0.5% | |
| American United Life Fidelity Total International Index Fund | — | — | — | $18K | 0.3% | |
| American United Life PGIM High Yield Fund | — | — | — | $16K | 0.3% | |
| American United Life Cohen Steers Real Estate Securities Fund Z | — | — | — | $15K | 0.3% | |
| American United Life American Funds New World R6 | — | — | — | $8K | 0.1% | |
| Fixed annuities * American United Life Stable Value Account | — | — | — | $8K | 0.1% |