Plan Snapshot
- Plan Sponsor: William Blair & Company, LLC
- Sponsor EIN: 362214610
- Sponsor Address: THE WILLIAM BLAIR BUILDING, CHICAGO, IL, 606061594
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 2,756
- Total Assets: $1.4B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 2,756 | $1.4B | $0 | $0 |
| 2024 | 1,680 | $1.2B | $24.1M | $42.2M |
| 2023 | 1,719 | $1.1B | $15.8M | $42.9M |
| 2022 | 1,896 | $885.9M | $22.2M | $41.2M |
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 |
|---|---|---|---|---|
| CALLAN ASSOCIATES INC | Other Service Provider | $257,187 | — | $257,187 |
| SCHWAB RETIREMENT PLAN SERVICES,INC | Other Service Provider | $66,672 | — | $66,672 |
| CHARLES SCHWAB & CO., INC. | Other Service Provider | $22,980 | — | $22,980 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $346,839
- Estimated Expense Ratio: 0.025% 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 |
|---|---|---|---|---|---|
| 2025 | $80,107,362 | $321,801 | — | — | — |
| 2024 | $211,160 | $190,020 | — | — | — |
| 2023 | $254,668 | $248,418 | $50 | — | — |
| 2022 | $248,300 | $243,550 | — | — | — |