Blank Rome Savings Plan
Sponsored by Blank Rome Llp · EIN 231311874 · Plan #002
- Total assets
- $139M
- Net assets
- $139M
- Active participants
- 385
- With balances
- 527
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 |
|---|---|---|
| Forvis Mazars, Llp | Accounting, Direct payment from the plan | $34,211 |
| Strategic Advisors, Inc. | Investment advisory (plan), Direct payment from the plan | $27,079 |
| The Haverford Trust Company | Consulting (general), Direct payment from the plan | $14,411 |
| Fidelity Inv.Inst. Oper. Co, Llc | Participant loan processing, Recordkeeping fees, Account maintenance fees | -$44,380 |