Plan Snapshot
- Plan Sponsor: Block Real Estate Services LLC
- Sponsor EIN: 270368121
- Sponsor Address: 4622 PENNSYLVANIA AVENUE SUITE 700, KANSAS CITY, MO, 64112
- Plan Type: 401(k)
- Total Participants: 354
- Total Assets: $5.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 354 | $5.7M | $79,059 | $583,266 |
| 2023 | 151 | $5.1M | $87,058 | $566,550 |
| 2022 | 412 | $4.3M | $78,728 | $558,551 |
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 |
|---|---|---|---|---|
| BERGANKDV, LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $16,594 | — | $16,594 | — | — |
| 2023 | $12,972 | $12,340 | $632 | — | — |
| 2022 | $11,676 | $10,831 | $845 | — | — |