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Original filing (PDF)20250728114508NAL0002851952001
BLOCK 22, LLC
Form 5500
FILING_RECEIVED
BLOCK 22, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
171
Accounts w/ balance
105
Plan assets (EOY)
$5.4M
Net assets (EOY)
$5.4M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
100
Total plan cost
75
Vendor stack
80
Participation health
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 61% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLOCK 22, LLC.
Plan sponsor
Name
BLOCK 22, LLC
EIN
82-0485635
Address
P.O. BOX 1458 · BOISE, ID · 83701
Phone
(208) 472-2769
Industry
Accommodation & Food 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
2025-07-28
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EIDE BAILLY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
28 direct securities· $5.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Growth Fund of America Mutual Fund N/A | — | — | — | $868K | 16.2% | |
| American Funds 2025 Target Date Mutual Fund N/A | — | — | — | $548K | 10.2% | |
| American Funds Fundamental Investors Mutual Fund N/A | — | — | — | $330K | 6.2% | |
| American Funds 2035 Target Date Mutual Fund N/A | — | — | — | $314K | 5.8% | |
| American Funds Washington Mutual Investors Fund Mutual Fund N/A | — | — | — | $292K | 5.4% | |
| American Funds 2030 Target Date Mutual Fund N/A | — | — | — | $272K | 5.1% | |
| American Funds Income Fund of America Mutual Fund N/A | — | — | — | $269K | 5.0% | |
| American Funds Investment Company of America Mutual Fund N/A | — | — | — | $248K | 4.6% | |
| American Funds 2055 Target Date Mutual Fund N/A | — | — | — | $217K | 4.0% | |
| American Funds 2065 Target Date Mutual Fund N/A | — | — | — | $210K | 3.9% | |
| American Funds 2060 Target Date Mutual Fund N/A | — | — | — | $203K | 3.8% | |
| American Funds 2050 Target Date Mutual Fund N/A | — | — | — | $198K | 3.7% | |
| American Funds 2020 Target Date Mutual Fund N/A | — | — | — | $187K | 3.5% | |
| American Funds New Perspective Fund Mutual Fund N/A | — | — | — | $177K | 3.3% | |
| American Funds US Govt Money Market Money Market Mutual Fund N/A | — | — | — | $176K | 3.3% | |
| American Funds 2045 Target Date Mutual Fund N/A | — | — | — | $173K | 3.2% | |
| American Funds 2040 Target Date Mutual Fund N/A | — | — | — | $138K | 2.6% | |
| American Funds EuroPacific Growth Fund Mutual Fund N/A | — | — | — | $129K | 2.4% | |
| American Funds Bond Fund of America Mutual Fund N/A | — | — | — | $99K | 1.8% | |
| American Funds American High-Income Trust Mutual Fund N/A | — | — | — | $78K | 1.4% | |
| American Funds New Economy Fund Mutual Fund N/A | — | — | — | $73K | 1.4% | |
| American Funds 2010 Target Date Mutual Fund N/A | — | — | — | $53K | 1.0% | |
| American Funds Capital Income Builder Mutual Fund N/A | — | — | — | $42K | 0.8% | |
| AB Large Cap Growth Mutual Fund N/A | — | — | — | $34K | 0.6% | |
| American Funds 2015 Target Date Mutual Fund N/A | — | — | — | $11K | 0.2% | |
| American Century Small Cap Growth R Mutual Fund N/A | — | — | — | $10K | 0.2% | |
| Blackrock Mid Cap Growth Inv R Mutual Fund N/A | — | — | — | $10K | 0.2% | |
| T. Rowe Price U.S. Equity Research R Mutual Fund N/A | — | — | — | $9K | 0.2% |
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