Sponsor portfolio
BLOCK & BLOCK, INC.
EIN 95-3402887Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
1
$3.7M assets
Welfare
1
Participants
4
9777 WILSHIRE BLVD., SUITE 400 - BEVERLY HILLS, CA 90212310-552-3336
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#006
BLOCK & BLOCK, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$3.7M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#006
BLOCK & BLOCK, INC. 401(K) PROFIT SHARING PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 006 | BLOCK & BLOCK, INC. 401(K) PROFIT SHARING PLAN | 401k | $3.7M | 2 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 006 | BLOCK & BLOCK, INC. 401(K) PROFIT SHARING PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans