Plan Snapshot
- Plan Sponsor: H&R Block Management, LLC
- Sponsor EIN: 431632589
- Sponsor Address: ONE H AND R BLOCK WAY, KANSAS CITY, MO, 64105
- Plan Type: 401(k)
- Total Participants: 22,188
- Total Assets: $1.1B
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 22,188 | $1.1B | $22.5M | $67.0M |
| 2023 | 12,962 | $935.4M | $20.7M | $55.6M |
| 2022 | 12,879 | $816.1M | $21.5M | $55.1M |
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 |
|---|---|---|---|---|
| DELOITTE & TOUCHE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DELOITTE & TOUCHE LLP — Auditor
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 | $1,136,925 | $212,997 | $1,200 | — | — |
| 2023 | $982,018 | $171,296 | $1,500 | — | — |
| 2022 | $1,053,909 | — | — | — | — |