# Block, INC. DC Plan
Source: https://planprovider.pro/companies/block-inc-plan-001

> Block, INC.'s DC plan: 8,800 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Block, INC.

- **Sponsor EIN:** 800429876

- **Sponsor Address:** 1955 BROADWAY, OAKLAND, CA, 94612

- **Plan Type:** DC

- **Total Participants:** 8,800

- **Total Assets:** $1.2B

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|8,800|$1.2B|$43.3M|$162.1M|

| 2023|9,841|$924.1M|$44.2M|$154.7M|

| 2022|9,358|$574.7M|$38.9M|$120.5M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$297,064|—|$297,064|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $297,064

- **Estimated Expense Ratio:** 0.024% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$258,487|—|$3,300|—|—|

| 2023|$230,444|—|$2,700|—|—|

| 2022|$157,075|—|—|—|—|

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