Blank Rome Profit-Sharing Plan — Form 5500 plan (Blank Rome Llp)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Blank Rome Profit-Sharing Plan is a benefit plan reported by Blank Rome Llp under EIN 23-1311874 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,120 participants and $487,670,219 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Blank Rome Llp
EIN
23-1311874
Plan number
001
Plan type
2
Location
Philadelphia, PA
Latest filing year
2023
Participants
1,120
End-of-year plan assets
$487,670,219

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,120H, C20241015120851NAL0049257456001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$487,670,219
Net assets (EOY)
$487,670,219
Net assets (BOY)
$439,426,514

Income & contributions

Employer contributions
$20,650,510
Participant contributions
$4,575,585
Total contributions
$26,967,237
Total income / additions
$102,020,170

Expenses & distributions

Benefits paid
$17,193,922
Administrative expenses
-$775
Total expenses
$17,193,147
Net increase / (decrease)
$84,827,023

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic AdvisorsNONE$63,448not reported in the loaded dataset2023
Matrix, Private Capital GroupNONE$35,682not reported in the loaded dataset2023
Mazars Usa LlpNONE$29,016not reported in the loaded dataset2023
Copeland Capital Management, LLCNONE$20,651not reported in the loaded dataset2023
Mercer (Us) Inc.NONE$17,500not reported in the loaded dataset2023
Traynor Capital ManagementNONE$17,072not reported in the loaded dataset2023
Fisher InvestmentsNONE$9,644not reported in the loaded dataset2023
Fidelity Investments Inst. Oper. CoNONE-$209,211$02023

Related Form 5500 pages