Back to filter
Original filing (PDF)20251126103704NAL0004586241001
BLOX LLC
Form 5500
FILING_RECEIVED
BLOX, LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 0.3 moNo recordkeeper disclosed
Active participants
660
Accounts w/ balance
690
Plan assets (EOY)
$9.8M
Net assets (EOY)
$9.8M
How this plan invests
This plan
19 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
99
Concentration risk
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- Filed 0.3 months past the 10.5-month grace window.
- 63 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLOX LLC.
Plan sponsor
Name
BLOX LLC
EIN
61-1652553
Address
2625 5TH AVENUE N. · BUILDING C · BESSEMER, AL · 35020
Phone
(205) 417-5676
Industry
Constructionsee 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
2025-11-26
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BLACK & PINCKARD, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $62K | — |
Investments
19 direct securities· $9.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund Schwab 0 | — | — | — | $1.6M | 16.7% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $1.3M | 13.8% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $1.2M | 12.4% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $1.1M | 11.8% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $1.1M | 11.1% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $848K | 8.7% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $456K | 4.7% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $412K | 4.2% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $377K | 3.9% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $362K | 3.7% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $302K | 3.1% | |
| Schwab Small Cap Index Fund Other Schwab 0 | — | — | — | $242K | 2.5% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $126K | 1.3% | |
| Schwab U.S. Mid-Cap Index Schwab 0 | — | — | — | $80K | 0.8% | |
| Schwab International Index Select Schwab 0 | — | — | — | $58K | 0.6% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $37K | 0.4% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $35K | 0.4% | |
| Vanguard Short-Term Bond Index Adm Vanguard 0 | — | — | — | $6K | <0.1% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $4K | <0.1% |
Related plans
Other plans using THE VANGUARD GROUP, INC.
GOOGLE LLC
GOOGLE LLC 401(K) SAVINGS PLAN
$48.7B · 114,321 participants
CVS HEALTH CORPORATION
CVS HEALTH FUTURE FUND 401(K) PLAN
$30.1B · 313,966 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
KAISER FOUNDATION HEALTH PLAN, INC.
KAISER PERMANENTE 401(K) RETIREMENT PLAN
$22.5B · 155,687 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM 401(K) SAVINGS PLAN
$19.0B · 67,476 participants
KAISER FOUNDATION HEALTH PLAN, INC.
KAISER PERMANENTE TAX SHELTERED ANNUITY PLAN
$13.8B · 80,148 participants
Similar-size Construction plans
GEORGE F. RICHARDSON, INC.
GFR 401(K) PLAN
$9.8M · 23 participants
MTS CONTRACTING, INC.
MTS CONTRACTING PROFIT SHARING/401(K) PLAN
$9.8M · 92 participants
PEARSON CONSTRUCTION, LLC
PEARSON CONSTRUCTION, LLC PROFIT SHARING/401(K) PL AND TR
$9.8M · 341 participants
INTERSTATE ROOFING AND WATERPROOFING, INC.
INTERSTATE ROOFING AND WATERPROOFING, INC. 401(K) SALARY REDUCTION PLAN
$9.8M · 75 participants
CHICAGO & VICINITY LABORERS DISTRICT COUNCIL PENSION FUND
CHICAGO & VICINITY LABORERS DISTRICT COUNCIL FUND OFFICE STAFF 401(K) PLAN
$9.7M · 93 participants
ROOFERS UNION LOCAL NO. 33 INSURANCE FUND
ROOFERS UNION LOCAL NO. 33 INSURANCE FUND
$9.7M · 658 participants
Large plans in Alabama
REGIONS FINANCIAL CORPORATION
REGIONS FINANCIAL CORPORATION 401(K) PLAN
$3.2B · 20,137 participants
ENCOMPASS HEALTH CORPORATION
ENCOMPASS HEALTH CORPORATION 401(K) RETIREMENT PLAN
$1.7B · 26,914 participants
INTERGRAPH CORPORATION
HEXAGON EMPLOYEE RETIREMENT SAVINGS PLAN
$1.7B · 4,613 participants
UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, PC
UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION P.C. 403(B) RETIREMENT ANNUITY PLAN
$1.6B · 5,019 participants
VULCAN MATERIALS COMPANY
VULCAN 401K PLAN
$1.5B · 9,218 participants
MERCEDES-BENZ U.S. INTERNATIONAL, INC.
MERCEDES-BENZ U.S. INTERNATIONAL, INC. RETIREMENT AND SAVINGS PLAN
$1.2B · 6,107 participants