Blank Rome Profit Sharing Plan
Sponsored by Blank Rome Llp · EIN 231311874 · Plan #001
- Total assets
- $541M
- Net assets
- $541M
- Active participants
- 829
- With balances
- 1,052
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors | Investment advisory (plan), Direct payment from the plan | $66,385 |
| Traynor Capital Management | Consulting (general), Direct payment from the plan | $48,620 |
| Cary Street Partners | Consulting (general), Direct payment from the plan | $44,739 |
| Forvis Mazars | Accounting, Direct payment from the plan | $30,364 |
| Copeland Capital Management | Consulting (general), Direct payment from the plan | $11,645 |
| Mercer | Consulting (general), Direct payment from the plan | $9,100 |
| Mercer | Consulting (general), Direct payment from the plan | $7,500 |
| Fidelity Investments Ins. Oper. Co | Participant loan processing, Direct payment from the plan, Recordkeeping fees | -$181,834 |