H&R Block Management 401(k) match, vesting and fees
What H&R Block Management's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Deloitte & Touche LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 94 defined-contribution plans in professional, scientific, and technical services with 10,000 to 49,999 participants.
| H&R Block Management: employer contribution per participant | $1,065 | |
| Peer median | $2,636 |
| H&R Block Management: average balance | $49,971 | |
| Peer median | $138,100 |
| H&R Block Management: admin expenses ÷ assets | 0.11% | |
| Peer median | 0.05% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $935M at the end of plan year 2023 to $1.1B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 27,766 | $1.1B | $22.5M | $1,065 | 0.11% | Not published | Form 5500 ↗ |
| 2023 | 18,487 | $935M | $20.7M | $1,205 | 0.11% | Not published | Form 5500 ↗ |
Common questions
Does H&R Block Management match 401(k) contributions?
The match terms for the H & R Block Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $22.5M in employer contributions, about $1,065 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the H&R Block Management 401(k) match vested?
The vesting schedule for the H & R Block Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the H&R Block Management 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is H&R Block Management, LLC.
I left H&R Block Management. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (H&R Block Management, LLC, (816) 854-3000) or the recordkeeper, Fidelity Investments Institutional. The H&R Block Management old 401(k) page lists the contacts from every plan filing. Find an old H&R Block Management 401(k)
Data from the public Form 5500 annual reports H&R Block Management filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with H&R Block Management. Not financial advice. Report a correction · Methodology