Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
BlackRock Funds
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
BlackRock Funds is named as a service provider on the Schedule C of 75 retirement plans with 100 or more participants for plan year 2024, covering 41,785 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $0. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Maryland (8), California (8) and Texas (6).
In 2010 it appeared on 47 such filings; in 2024, 76. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | — | — | — |
| Compensation as a share of plan net assets | — | — | — |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Checkers Drive-In Restaurants, Inc. 401(k) Plan | Checkers Drive-In Restaurants, Inc. | FL | 10,719 | $6.8M | $0 |
| The Mastercorp, Inc. 401(k) Retirement Savings Plan | Mastercorp, Inc. | FL | 3,675 | $18.9M | $0 |
| Upgrade Inc. 401(k) Plan | Upgrade Inc. | CA | 2,078 | $54.5M | $0 |
| Manhattan Beer Distributors LLC 401(k) Retirement Plan | Manhattan Beer Distributors, LLC | NY | 1,701 | $125M | $0 |
| Manhattan Beer Distributors Union Employees 401(k) Plan | Manhattan Beer Distributors, LLC | NY | 1,631 | $32.1M | $0 |
| Fluence Savings Plan | Fluence Energy, LLC | VA | 952 | $80.9M | $0 |
| 403(b) Thrift Plan of El Centro del Barrio | El Centro del Barrio | TX | 924 | $37.5M | $0 |
| Spokane Methodist Homes, Inc. Employee Retirement Savings Plan | Spokane United Methodist Homes, Inc. | WA | 900 | $15.1M | $0 |
| Channell Commercial Corporation 401(k) Plan | Channell Commercial Corporation | TX | 816 | $17.3M | $0 |
| Endeavor Business Media, Inc. 401(k) Plan | Endeavor Business Media, Inc. | TN | 770 | $35.3M | $0 |
| The Fikes Companies Profit Sharing Plan & Trust | Fikes Wholesale, LLC | TX | 721 | $10.5M | $0 |
| Klarna 401(k) Plan | Klarna, Inc. | OH | 584 | $32.1M | $0 |
| Healthmap Solutions, Inc. 401(k) Plan | Healthmap Solutions, Inc. | FL | 579 | $16.1M | $0 |
| Fooda, Inc. 401(k) Savings Plan | Fooda, Inc. | IL | 560 | $14.0M | $0 |
| Silver Tree Residential, LLC 401(k) Plan | Silver Tree Residential, LLC | TN | 551 | $11.1M | $0 |
| Apr Supply Co. 401(k) Plan | Apr Supply Company | PA | 517 | $30.2M | $0 |
| Lightcast 401(k) Plan | Economic Modeling, LLC | ID | 492 | $21.8M | $0 |
| Hei Civil 401(k) Plan | Hudick Excavating, Inc. | CO | 443 | $6.4M | $0 |
| Culture Amp, Inc. 401(k) Plan | Culture Amp, Inc. | CA | 430 | $15.4M | $0 |
| Wheeler Trucking, Inc. 401(k) Plan | Wheeler Trucking, Inc. | MI | 416 | $9.0M | $0 |
| Brightway Insurance 401(k) Plan | Brightway Insurance, LLC | FL | 414 | $9.3M | $0 |
| Hecla Mining Co/lucky Friday Hourly Savings Plan | Hecla - Lucky Friday Mine Hourly Savings Plan | ID | 405 | $23.6M | $0 |
| Annin & Co. 401(k) Retirement Plan | Annin & Co. | NJ | 391 | $19.2M | $0 |
| Las Vegas Review Journal 401(k) Retirement Plan | Las Vegas Review Journal. Inc. | NV | 390 | $26.1M | $0 |
| Inspire Communities, LLC 401(k) Plan | Inspire Communities, LLC | AZ | 387 | $4.0M | $0 |
| Perricone Juices 401(k) Retirement Savings Plan | Beaumont Juice, Inc. DBA Perricone Juices | CA | 381 | $12.3M | $0 |
| Omitron Inc. 401(k) Profit Sharing Plan | Omitron Inc. | MD | 380 | $67.1M | $0 |
| Pci Group, Inc. 401(k) Plan | Pci Group, Inc. | SC | 350 | $7.2M | $0 |
| Stauffer Biscuit Company Pension Plan | D. F. Stauffer Biscuit Company, Inc. | PA | 329 | $16.5M | $0 |
| MetLife Legal Plans 401(k) Retirement Savings Plan | MetLife Legal Plans, Inc. | OH | 323 | $16.6M | $0 |
| Rose Companies Employer 401(k) Plan | Rose Companies Employer, LLC | OH | 305 | $36.1M | $0 |
| Tri-Gas & Oil Co., Inc. 401(k) Profit Sharing Plan and Trust | Tri-Gas & Oil Co. Inc. | MD | 301 | $10.8M | $0 |
| Trinity Products LLC 401(k) Plan | Trinity Metal Products LLC | MO | 293 | $13.2M | $0 |
| Summit On-Site Solutions 401(k) Plan | Summit On-Site Solutions, LLC | TX | 279 | $5.4M | $0 |
| Checkout, LLC 401(k) Profit Sharing Plan | Checkout, LLC | NY | 264 | $8.4M | $0 |
| 3 Phase Elevator 401(k) Plan | 3 Phase Elevator Corp. | MA | 255 | $9.8M | $0 |
| Law Family Companies 401(k) Plan | Law Family Companies | NH | 255 | $16.4M | $0 |
| Progressive Quality Care, Inc. 401(k) Plan | Progressive Quality Care, Inc. | OH | 251 | $3.2M | $0 |
| The Hideaway Club 401(k) Plan | The Hideaway Club Staffing, LLC | CA | 249 | $2.4M | $0 |
| Blackhawk Country Club Employee Savings Plan | Blackhawk Country Club | CA | 242 | $5.3M | $0 |
Questions and answers
How many plans does BlackRock Funds serve?
75 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay BlackRock Funds?
Too few plans report a compensation amount to give a median.
What services are reported?
The service codes most often attached to it are Investment management (72 plans), Recordkeeping and information management (2 plans), Trustee (bank, trust company, or similar financial institution) (2 plans) and Trustee (directed) (2 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.