Block Real Estate Services Llc 401 K Savings Plan
Sponsored by Block Real Estate Services Llc · EIN 270368121 · Plan #001
- Total assets
- $5.7M
- Net assets
- $5.7M
- Active participants
- 354
- With balances
- 159
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mariner Wealth Advisors Ic, Llc CRD 289886 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mariner Wealth Advisors Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $13,723 |
| American United Life Insurance Co | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $1,705 |