# Blank Rome LLP DC Plan
Source: https://planprovider.pro/companies/blank-rome-llp-plan-001

> Blank Rome LLP's DC plan: 829 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Blank Rome LLP

- **Sponsor EIN:** 231311874

- **Sponsor Address:** 130 N 18TH STREET, PHILADELPHIA, PA, 191032757

- **Plan Type:** DC

- **Total Participants:** 829

- **Total Assets:** $540.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|829|$540.5M|$22.0M|$5.5M|

| 2023|741|$487.7M|$20.7M|$4.6M|

| 2022|643|$439.4M|$18.6M|$3.9M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| STRATEGIC ADVISORS|NONE|$66,385|—|$66,385|

| TRAYNOR CAPITAL MANAGEMENT|NONE|$48,620|—|$48,620|

| CARY STREET PARTNERS|NONE|$44,739|—|$44,739|

| FORVIS MAZARS|NONE|$30,364|—|$30,364|

| COPELAND CAPITAL MANAGEMENT|NONE|$11,645|—|$11,645|

| MERCER|NONE|$9,100|—|$9,100|

| MERCER|NONE|$7,500|—|$7,500|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STRATEGIC ADVISORS](https://planprovider.pro/provider/creative-planning) — NONE

- [TRAYNOR CAPITAL MANAGEMENT](https://planprovider.pro/provider/traynor-capital-management) — NONE

- [CARY STREET PARTNERS](https://planprovider.pro/provider/cary-street-partners) — NONE

- [FORVIS MAZARS](https://planprovider.pro/provider/forvis-mazars-llp) — NONE

- [MERCER](https://planprovider.pro/provider/marsh-mclennan-agency) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $218,353

- **Estimated Expense Ratio:** 0.040% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$38,926|$66,385|$124,011|$30,364|—|

| 2023|-$775|$63,448|$115,882|$29,106|—|

| 2022|$4,767|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/blank-rome-llp-plan-001)

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