Block Real Estate Services LLC's EIN is 27-0368121.
Download the official 2024 Form 5500 (PDF) for Block Real Estate Services LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Block Real Estate Services LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARINER WEALTH ADVISORS LLC | 20-4553256 | — | NONE | $14K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % 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 | Mutual Funds | — | — | $594K | 10.4% | |
| American United Life American Funds 2055 Target Date Retirement Fund R6 | Mutual Funds | — | — | $584K | 10.3% | |
| American United Life American Funds 2035 Target Date Retirement Fund R6 | Mutual Funds | — | — | $509K | 8.9% | |
| American United Life American Funds 2040 Target Date Retirement Fund R6 | Mutual Funds | — | — | $439K | 7.7% | |
| American United Life Fidelity 500 Index Fund | Common Collective Trusts | — | — | $419K | 7.3% | |
| American United Life Fidelity MidCap Index Fund | Common Collective Trusts | — | — | $401K | 7.0% | |
| American United Life American Funds 2030 Target Date Retirement Fund R6 | Mutual Funds | — | — | $345K | 6.1% | |
| American United Life American Funds 2050 Target Date Retirement Fund R6 | Mutual Funds | — | — | $329K | 5.8% | |
| American United Life American Funds 2025 Target Date Retirement Fund R6 | Mutual Funds | — | — | $315K | 5.5% | |
| American United Life Amerian Funds EuroPacific Growth Fund R6 | Other securities | — | — | $285K | 5.0% | |
| American United Life MFS Growth R6 | Mutual Funds | — | — | $272K | 4.8% | |
| American United Life American Funds 2060 Target Date Retirement Fund R6 | Mutual Funds | — | — | $269K | 4.7% | |
| American United Life MFS Value Fund R6 | Mutual Funds | — | — | $191K | 3.3% | |
| American United Life MFS Mid Cap Value R6 | Mutual Funds | — | — | $171K | 3.0% | |
| participants ranging from July 2025 to September 2039 $0 | Other securities | — | — | $124K | 2.2% | |
| American United Life Fidelity SmallCap Index Fund | Common Collective Trusts | — | — | $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 | Mutual Funds | — | — | $65K | 1.1% | |
| American United Life Invesco Discovery Midcap Growth R6 | Mutual Funds | — | — | $62K | 1.1% | |
| American United Life Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $31K | 0.5% | |
| American United Life American Funds 2010 Target Date Retirement Fund R6 | Mutual Funds | — | — | $30K | 0.5% | |
| American United Life American Funds 2065 Target Date Retirement Fund R6 | Mutual Funds | — | — | $27K | 0.5% | |
| American United Life Fidelity Total International Index Fund | Common Collective Trusts | — | — | $18K | 0.3% | |
| American United Life PGIM High Yield Fund | Other securities | — | — | $16K | 0.3% | |
| American United Life Cohen Steers Real Estate Securities Fund Z | Other securities | — | — | $15K | 0.3% | |
| American United Life American Funds New World R6 | Mutual Funds | — | — | $8K | 0.1% | |
| Fixed annuities * American United Life Stable Value Account | Stable Value | — | — | $8K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
