· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BLOCK & BLOCK, INC. — BLOCK & BLOCK, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250611140823NAL0027280688001
BLOCK & BLOCK, INC.
Form 5500-SF
FILING_RECEIVED
BLOCK & BLOCK, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BLOCK & BLOCK, INC.
.
Find decision makers
Plan sponsor
Name
BLOCK & BLOCK, INC.
EIN
95-3402887
Address
9777 WILSHIRE BLVD., SUITE 400 · BEVERLY HILLS, CA · 90212
Phone
(310) 552-3336
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
006
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-11
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Welfare benefit codes
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
MCCOY & SPARKS, PLLC
MCCOY & SPARKS, PLLC CASH BALANCE PENSION PLAN
$3.3M · 7 participants
SWEET AND ASSOCIATES, LLC
SWEET AND ASSOCIATES 401(K) PROFIT SHARING PLAN
$3.3M · 4 participants
DARREN FINDLING LAW FIRM PLC
DARREN FINDLING LAW FIRM PLC 401(K) PLAN
$3.3M · 63 participants
BANTZ, GOSCH & CREMER, L.L.C.
BANTZ, GOSCH PROFIT SHARING PLAN
$3.3M · 18 participants
KHBB LAW PLLC
KHBB 401(K) PROFIT SHARING PLAN
$3.3M · 13 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
4B · Life Insurance
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
MACCOLL BUSCH SATO, PC
MACCOLL BUSCH SATO, PC 401(K) PROFIT SHARING PLAN
$3.3M · 18 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
