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Original filing (PDF)20251009115717NAL0003883987001
BLANK ROME LLP
Form 5500
FILING_RECEIVED
BLANK ROME SAVINGS PLAN
401(k) retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
385
Accounts w/ balance
527
Plan assets (EOY)
$139.0M
Net assets (EOY)
$139.0M
How this plan invests
This plan
1 pooled trust
Schedule D
2 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 "Blank Rome LLP Master Trust** Mutual funds, common/collective trust, common and preferred stock, certificate of deposit, cash and cash equivalents, bonds (1)" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 10 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
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
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)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS MAZARS, LLP | 44-0160260 | — | NONE | $34K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | NONE | $27K | — |
| THE HAVERFORD TRUST COMPANY | 23-2329854 | — | NONE | $14K | — |
| FIDELITY INV.INST. OPER. CO, LLC | 04-2647786 | — | NONE | -$44K | — |
Investments
1 direct security · 1 pooled fund· $139.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Master Trust
$138.6M
1 holding
Uncategorized
$425K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLANK ROME LLP MASTER TRUST BLANK ROME LLP · EIN 23-1311874 / PN 010 | Master Trust | — | — | $138.6M | 99.7% | |
| through September 2047 -0- | — | — | — | $425K | 0.3% |