Blank ROME LLP's EIN is 23-1311874.
Download the official 2024 Form 5500 (PDF) for Blank ROME LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Blank ROME LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INS. OPER. CO | 04-2647786 | — | NONE | -$182K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS | 04-2654524 | — | NONE | $66K |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BLANK ROME LLP MASTER TRUST BLANK ROME LLP · EIN 23-1311870 / PN 010 | Master Trust | — | — | $515.2M | 95.3% | |
| through January 2030 -0- | Other securities | — | — | $2.4M | 0.4% | |
| AXA Equitable Life Insurance Company Life insurance contract (1) | Common Stocks | — | — | $988K | 0.2% |
| — |
| TRAYNOR CAPITAL MANAGEMENT | 26-2115437 | — | NONE | $49K | — |
| COPELAND CAPITAL MANAGEMENT | 20-3145515 | — | NONE | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARY STREET PARTNERS | 26-0070474 | — | NONE | $45K | — |
| FORVIS MAZARS | 44-0160260 | — | NONE | $30K | — |
| MERCER | 34-2015463 | — | NONE | $9K | — |
| MERCER | 36-2668272 | — | NONE | $8K | — |
