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Original filing (PDF)20251013075232NAL0000355235001
BLANK ROME LLP
Form 5500
FILING_RECEIVED
BLANK ROME PROFIT-SHARING PLAN
401(k) retirement plan
Signals · 3
99% in single holdingNo recordkeeper disclosed8 service providers
Active participants
829
Accounts w/ balance
1,052
Plan assets (EOY)
$540.5M
Net assets (EOY)
$540.5M
How this plan invests
This plan
1 pooled trust
Schedule D
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Investments * Blank Rome LLP Master Trust** Mutual funds, common/collective trust, common and preferred stock, certificate of deposit, cash and cash equivalents, bonds, rights/warrants, options (1)" is 99% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLANK ROME LLP.
Plan sponsor
Name
BLANK ROME LLP
EIN
23-1311874
Address
130 N 18TH STREET · ONE LOGAN SQUARE · PHILADELPHIA, PA · 191032757
Phone
(212) 885-5085
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS | 04-2654524 | — | NONE | $66K | — |
| TRAYNOR CAPITAL MANAGEMENT | 26-2115437 | — | NONE | $49K | — |
| CARY STREET PARTNERS | 26-0070474 | — | NONE | $45K | — |
| FORVIS MAZARS | 44-0160260 | — | NONE | $30K | — |
| COPELAND CAPITAL MANAGEMENT | 20-3145515 | — | NONE | $12K | — |
| MERCER | 34-2015463 | — | NONE | $9K | — |
| MERCER | 36-2668272 | — | NONE | $8K | — |
| FIDELITY INVESTMENTS INS. OPER. CO | 04-2647786 | — | NONE | -$182K | — |
Investments
2 direct securities · 1 pooled fund· $518.6M(96% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Master Trust
$515.2M
1 holding
Uncategorized
$3.3M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % 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- | — | — | — | $2.4M | 0.4% | |
| AXA Equitable Life Insurance Company Life insurance contract (1) | — | — | — | $988K | 0.2% |