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Original filing (PDF)20250923185549NAL0015554274001
BLOCK, INC.
Form 5500
FILING_RECEIVED
BLOCK 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
8,800
Accounts w/ balance
11,565
Plan assets (EOY)
$1.2B
Net assets (EOY)
$1.2B
How this plan invests
This plan
13 pooled trusts
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (2 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLOCK, INC..
Plan sponsor
Name
BLOCK, INC.
EIN
80-0429876
Address
1955 BROADWAY · SUITE 600 · OAKLAND, CA · 94612
Phone
(415) 375-3176
Industry
Professional & Technical Servicessee 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
2025-09-23
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $297K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
23 direct securities · 13 pooled funds· $1.9B(100% 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.
Uncategorized
$1.2B
23 holdings
Common Collective Trust
$702.4M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Institutional Plus Registered Investment Company | — | — | — | $261.2M | 21.1% | |
| T. Rowe Price Retirement 2055 Trust (Class A) Collective Trust | — | — | — | $224.3M | 18.2% | |
| TRP RETIRE 2055 T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $224.3M | 18.2% | |
| T. Rowe Price Retirement 2050 Trust (Class A) Collective Trust | — | — | — | $170.4M | 13.8% | |
| TRP RETIRE 2050 T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $170.4M | 13.8% | |
| T. Rowe Price Retirement 2060 Trust (Class A) Collective Trust | — | — | — | $122.5M | 9.9% | |
| TRP RETIRE 2060 T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $122.5M | 9.9% | |
| T. Rowe Price Retirement 2045 Trust (Class A) Collective Trust | — | — | — | $87.0M | 7.0% | |
| TRP RETIRE 2045 T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $87.0M | 7.0% | |
| Fidelity Government Money Market Fund Money Market Fund ** 3 * Fidelity BrokerageLink Account Self-Directed Brokerage Account | — | — | — | $62.1M | 5.0% | |
| Fidelity Contrafund K6 Registered Investment Company | — | — | — | $55.3M | 4.5% | |
| Vanguard Extended Market Index Fund Institutional Shares Registered Investment Company | — | — | — | $47.4M | 3.8% | |
| T. Rowe Price Retirement 2040 Trust (Class A) Collective Trust | — | — | — | $46.2M | 3.7% | |
| TRP RETIRE 2040 T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $46.2M | 3.7% | |
| Vanguard Total International Stock Index Fund Registered Investment Company | — | — | — | $35.6M | 2.9% | |
| Vanguard Equity Income Fund Admiral Registered Investment Company | — | — | — | $24.1M | 2.0% | |
| Vanguard Total Bond Market Fund Registered Investment Company | — | — | — | $20.0M | 1.6% | |
| T. Rowe Price Retirement 2035 Trust (Class A) Collective Trust | — | — | — | $19.6M | 1.6% | |
| TRP RETIRE 2035 T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $19.6M | 1.6% | |
| T. Rowe Price Retirement 2065 Trust (Class A) Collective Trust | — | — | — | $17.9M | 1.4% | |
| TRP RETIRE 2065 T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $17.9M | 1.4% | |
| Vanguard Selected Value Registered Investment Company | — | — | — | $10.7M | 0.9% | |
| T. Rowe Price Retirement 2030 Trust (Class A) Collective Trust | — | — | — | $9.2M | 0.7% | |
| TRP RETIRE 2030 T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $9.2M | 0.7% | |
| maturing through January 2035 0 | — | — | — | $8.6M | 0.7% | |
| Vanguard Cash Reserves Federal Money Market Fund Admiral Shares Registered Investment Company | — | — | — | $7.7M | 0.6% | |
| T. Rowe Price Retirement 2025 Trust (Class A) Collective Trust | — | — | — | $3.0M | 0.2% | |
| TRP RETIRE 2025 T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $3.0M | 0.2% | |
| T. Rowe Price Retirement 2005 Trust (Class A) Collective Trust | — | — | — | $1.0M | <0.1% | |
| TRP RETIRE 2005 T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $1.0M | <0.1% | |
| T. Rowe Price Retirement 2020 Trust (Class A) Collective Trust | — | — | — | $580K | <0.1% | |
| TRP RETIRE 2020 T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $580K | <0.1% | |
| T. Rowe Price Retirement 2015 Trust (Class A) Collective Trust | — | — | — | $398K | <0.1% | |
| TRP RETIRE 2015 T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $398K | <0.1% | |
| T. Rowe Price Retirement 2010 Trust (Class A) Collective Trust | — | — | — | $376K | <0.1% | |
| TRP RETIRE 2010 T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $376K | <0.1% |
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