Original filing (PDF)20250521144602NAL0006902802001

BLOCK & LOT REAL ESTATE, LLC

Name: BLOCK & LOT REAL ESTATE, LLC — BLOCK + LOT 401(K) PLAN, Form 5500 (2024)
Creator: BLOCK & LOT REAL ESTATE, LLC

Form 5500-SF

FILING_RECEIVED

BLOCK + LOT 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLOCK & LOT REAL ESTATE, LLC.

Plan sponsor

Name

BLOCK & LOT REAL ESTATE, LLC

EIN

46-2246997

Address

133 W SHORT STREET · LEXINGTON, KY · 40507

Phone

(859) 309-0099

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

2025-05-21

Pension benefit codes

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2M · 403(b)(7) custodial accounts

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

SCHEEL DALLAPE, INC.

THE HOFFMAN COMPANY 401(K) PLAN

$1.6M · 4 participants

MICHAEL A. MELE

MICHAEL A. MELE, LLC DEFINED BENEFIT PENSION PLAN

$1.6M · 1 participants

TROPHY PROPERTIES AND AUCTION, LLC

TROPHY PROPERTIES AND AUCTION 401(K) PLAN

$1.6M · 5 participants

RENNA SHEE, REALTOR

RENNA SHEE PENSION PLAN

$1.6M · 2 participants

FERNANDINA BEACH REALTY

FERNANDINA BEACH 401(K) PROFIT SHARING PLAN

$1.6M · 28 participants