Employers › Blair William
Recordkeeping fees per participant · William Blair 401(k) and Profit Sharing Plan · plan year 2024
$7.96
Higher than 12% of the 790 plans over $1B that report it.
= $21,140 / 2,657
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250915091919NAL0000863121001, received 2025-09-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250915091919NAL0000863121001, received 2025-09-15
Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-15.
Administrative expenses excluding investment management, per participant
$7.96
Higher than 8% of the 1,045 plans over $1B that report it.
= $21,140 / 2,657
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250915091919NAL0000863121001, received 2025-09-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250915091919NAL0000863121001, received 2025-09-15
Administrative expenses per participant
$79.47
Higher than 58% of the 1,076 plans over $1B that report it.
= $211,160 / 2,657
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250915091919NAL0000863121001, received 2025-09-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250915091919NAL0000863121001, received 2025-09-15
Administrative expenses as a share of assets
0.018%
Higher than 14% of the 1,076 plans over $1B that report it.
= $211,160 / $1,194,015,442
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250915091919NAL0000863121001, received 2025-09-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250915091919NAL0000863121001, received 2025-09-15
Employer contributions per participant
$9,063
Higher than 91% of the 1,135 plans over $1B that report it.
= $24,079,240 / 2,657
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250915091919NAL0000863121001, received 2025-09-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250915091919NAL0000863121001, received 2025-09-15
Employer share of total contributions
32.5%
Higher than 46% of the 1,135 plans over $1B that report it.
= $24,079,240 / $74,125,080
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250915091919NAL0000863121001, received 2025-09-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250915091919NAL0000863121001, received 2025-09-15
Plan terms are not published in public filings.
2A age/service-weighted · 2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2R participant brokerage window · 2S pre-approved plan document · 2T default investment (QDIA) · 3B · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250915091919NAL0000863121001, received 2025-09-15
| Field | Value | Source |
|---|---|---|
| Plan sponsor | WILLIAM BLAIR & COMPANY, LLC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250915091919NAL0000863121001, received 2025-09-15 |
| Plan name | WILLIAM BLAIR 401(K) AND PROFIT SHARING PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250915091919NAL0000863121001, received 2025-09-15 |
| Sponsor EIN / plan number | 36-2214610 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250915091919NAL0000863121001, received 2025-09-15 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250915091919NAL0000863121001, received 2025-09-15 |
| Sponsor location | CHICAGO, IL | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250915091919NAL0000863121001, received 2025-09-15 |
| Industry (business code) | 523120, Finance and insurance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250915091919NAL0000863121001, received 2025-09-15 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250915091919NAL0000863121001, received 2025-09-15 |
| Filing received | 2025-09-15 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250915091919NAL0000863121001, received 2025-09-15 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250915091919NAL0000863121001, received 2025-09-15 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250915091919NAL0000863121001, received 2025-09-15 |
| Participants, beginning of year | 2,707 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250915091919NAL0000863121001, received 2025-09-15 |
| Active participants | 1,680 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250915091919NAL0000863121001, received 2025-09-15 |
| Participants, end of year | 2,669 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250915091919NAL0000863121001, received 2025-09-15 |
| Participants with an account balance | 2,657 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250915091919NAL0000863121001, received 2025-09-15 |
| Total assets, beginning of year | $1,059,667,291 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250915091919NAL0000863121001, received 2025-09-15 |
| Total assets, end of year | $1,194,015,442 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250915091919NAL0000863121001, received 2025-09-15 |
| Net assets, end of year | $1,194,015,442 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250915091919NAL0000863121001, received 2025-09-15 |
| Total income | $221,279,113 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250915091919NAL0000863121001, received 2025-09-15 |
| Net income | $134,348,151 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250915091919NAL0000863121001, received 2025-09-15 |
| Employer contributions | $24,079,240 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250915091919NAL0000863121001, received 2025-09-15 |
| Participant contributions | $42,219,782 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250915091919NAL0000863121001, received 2025-09-15 |
| Other contributions (incl. rollovers) | $7,826,058 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250915091919NAL0000863121001, received 2025-09-15 |
| Total contributions | $74,125,080 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250915091919NAL0000863121001, received 2025-09-15 |
| Benefit payments | $86,529,287 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250915091919NAL0000863121001, received 2025-09-15 |
| Total expenses (incl. benefit payments) | $86,930,962 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250915091919NAL0000863121001, received 2025-09-15 |
| Total administrative expenses | $211,160 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250915091919NAL0000863121001, received 2025-09-15 |
| Recordkeeping fees | $21,140 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250915091919NAL0000863121001, received 2025-09-15 |
| Investment advisory and management fees | $190,020 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250915091919NAL0000863121001, received 2025-09-15 |
| Administrative expenses excluding investment management | $21,140 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250915091919NAL0000863121001, received 2025-09-15 |
| Held in common/collective trusts | $724,561,283 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250915091919NAL0000863121001, received 2025-09-15 |
| Independent auditor | GRANT THORNTON LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250915091919NAL0000863121001, received 2025-09-15 |
Position = column in the DOL layout for form year 2024. Filing 20250915091919NAL0000863121001, received 2025-09-15.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| CALLAN ASSOCIATES INC | NONE | 28 Investment management; 50 Direct payment from the plan | $252,144 | no |
| CHARLES SCHWAB & CO., INC. | NONE | 33 Securities brokerage; 50 Direct payment from the plan; 59 Shareholder servicing fees; 62 Float revenue; 71 Securities brokerage commissions and fees | $21,924 | yes |
| SCHWAB RETIREMENT PLAN SERVICES,INCrecordkeeper | NONE | 15 Recordkeeping and information management; 50 Direct payment from the plan; 64 Recordkeeping fees | $21,140 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250915091919NAL0000863121001, received 2025-09-15.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $1,059,667,291 | $1,194,015,442 | 12.7% |
| Participants with a balance | 2,695 | 2,657 | -1.4% |
| Administrative expenses | $254,668 | $211,160 | -17.1% |
| Recordkeeping fees per participant | $2.30 | $7.96 | 245.8% |
| Employer contributions | $15,827,032 | $24,079,240 | 52.1% |
Prior filing 20240829090651NAL0013339265001, received 2024-08-29; the plan years are contiguous.
Sponsor name as filed: WILLIAM BLAIR & COMPANY, LLC; SEC registrant: BLAIR WILLIAM & CO/IL (CIK 902367, matched by EIN).