How big is H&R Block Management, LLC's plan?

H&R Block Management, LLC's plan reported $1.1B in assets and 22,188 participants for 2024.

Original filing (PDF)20250801092940NAL0006101857001

H&R Block Management, LLC

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

Form 5500

FILING_RECEIVED

H & R Block Retirement Savings Plan

401(k) retirement plan · H&R Block Management, LLC's H & R Block Retirement Savings Plan held $1.1B in plan assets for 22,188 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Corrective distributions issuedSelf-directed brokerage offered

Active participants

22,188

Accounts w/ balance

21,126

Plan assets (EOY)

$1.1B

Net assets (EOY)

$1.1B

People on this filing

Melissa Holthaus signed H&R Block Management, LLC's 2024 Form 5500 as plan administrator.

Melissa Holthaus — 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

H&R Block Management, LLC's EIN is 43-1632589.

EIN 43-1632589

Plan number 002

Plan year 2024

ACK ID 20250801092940NAL0006101857001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

H&R Block Management, LLC'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 H&R BLOCK MANAGEMENT, LLC.

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How this plan invests

This plan

30 pooled trusts

Schedule D

11 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).
Bottom-decile employer contributions per participant (7th percentile).

Plan sponsor

Name

H&R BLOCK MANAGEMENT, LLC

EIN

all filings

Address

ONE H AND R BLOCK WAY · KANSAS CITY, MO · 64105

Phone

(816) 854-3000

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-01

Pension benefit codes

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)

3H · Sponsor in controlled / affiliated group

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$925K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$213K	—

Investments

11 direct securities · 30 pooled funds· $1.0B(99% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Common Collective Trust

$760.0M

30 holdings

Common Collective Trusts

$185.2M

4 holdings

Other securities

$66.2M

2 holdings

Self-Directed Brokerage

$24.7M

1 holding

Common Stocks

$7.7M

1 holding

Mutual Funds

$2.0M

2 holdings

Cash / Money Market

$205K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Vanguard$679.0M T. Rowe Price$161.3M Prudential / PGIM$77.5M Principal$46.1M JPMorgan$30.8M PIMCO$1.8M Fidelity$274K

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Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.

					% of plan
Vanguard Group Institutional Shares Vanguard Institutional Index Fund Institutional	Common Collective Trusts	—	$300K	$143.8M	13.6%
TRP BLUE CHIP GR T1 T. ROWE PRICE TRUST COMPANY · EIN 80-0470272 / PN 004	Common Collective Trust	—	$1.1M	$103.7M	9.8%
VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001	Common Collective Trust	—	$866K	$69.5M	6.6%
VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001	Common Collective Trust	—	$825K	$69.4M	6.6%
VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001	Common Collective Trust	—	$899K	$61.1M	5.8%
VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001	Common Collective Trust	—	$679K	$60.7M	5.7%
T. Rowe Price T. Rowe Price Large-Cap Value Fund I Class	Other securities	—	$2.5M	$57.5M	5.5%
VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001	Common Collective Trust	—	$578K	$55.4M	5.2%
JENNISON SM/MD CP EQ PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 215	Common Collective Trust	—	$512K	$54.2M	5.1%
MORLEY STABLE VAL 15 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001	Common Collective Trust	—	$1.5M	$46.1M	4.4%
VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001	Common Collective Trust	—	$594K	$44.9M	4.3%
VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001	Common Collective Trust	—	$438K	$43.7M	4.1%
MFS INTL EQUITY 3A MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 013	Common Collective Trust	—	$1.8M	$32.7M	3.1%
VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001	Common Collective Trust	—	$311K	$31.7M	3.0%
JPMCB US ACT CORE CF JPMORGAN CHASE BANK, N.A. · EIN 13-4043928 / PN 001	Common Collective Trust	—	$330K	$30.8M	2.9%
Vanguard Group Institutional Shares Self-directed brokerage accounts(1) Brokerage Link	Self-Directed Brokerage	—	—	$24.7M	2.3%
PRU CORE PL BD CL 5 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165	Common Collective Trust	—	$125K	$23.3M	2.2%
VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001	Common Collective Trust	—	$177K	$22.0M	2.1%
Vanguard Extended Market Index Fund	Common Collective Trusts	—	$127K	$18.3M	1.7%
Vanguard Total Bond Market Index Fund	Common Collective Trusts	—	$1.5M	$13.8M	1.3%
Vanguard Group Institutional Shares Vanguard Total International Stock Index Fund	Common Collective Trusts	—	$74K	$9.3M	0.9%
Plan participants (1) Notes receivable from participants; interest	Other securities	—	—	$8.7M	0.8%
VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001	Common Collective Trust	—	$119K	$7.8M	0.7%
H&R Block, Inc.(1) Common Stock	Common Stocks	—	$146K	$7.7M	0.7%
VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001	Common Collective Trust	—	$73K	$2.9M	0.3%
PIMCO Inflation Response Multi-Asset Fund	Mutual Funds	—	$217K	$1.8M	0.2%
Fidelity Funds (1) Fidelity Government Money Market Fund	Mutual Funds	—	$274K	$274K	<0.1%
Cash	Cash / Money Market	—	$205K	$205K	<0.1%
VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001	Common Collective Trust	—	—	$20K	<0.1%
VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001	Common Collective Trust	—	—	$0	<0.1%
VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001	Common Collective Trust	—	—	$0	<0.1%
VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001	Common Collective Trust	—	—	$0	<0.1%
VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001	Common Collective Trust	—	—	$0	<0.1%
VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001	Common Collective Trust	—	—	$0	<0.1%
VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001	Common Collective Trust	—	—	$0	<0.1%
METWEST TOT RTN BD D SEI TRUST COMPANY · EIN 26-3015340 / PN 030	Common Collective Trust	—	—	$0	<0.1%
VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001	Common Collective Trust	—	—	$0	<0.1%
VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001	Common Collective Trust	—	—	$0	<0.1%
VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001	Common Collective Trust	—	—	$0	<0.1%
VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001	Common Collective Trust	—	—	$0	<0.1%
VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001	Common Collective Trust	—	—	$0	<0.1%

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