Plans listing this provider
12
0.02% of the 56,420 plans with Schedule H financials; 12 in 2023
Providers › William Blair Investment Mgmt
William Blair Investment Mgmt
- Service provider, as named on Schedule C
- EIN 472614791
- Plan year 2024
- Direct compensation reported $8,243,637
Assets of those plans
$77,671,282,631
1.00% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$8,243,637
92% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 50 | Direct payment from the plan | 9 |
| 28 | Investment management | 7 |
| 51 | Investment management fees paid directly by plan | 6 |
| 26 | Investment advisory (participants) | 5 |
| 68 | Soft dollars commissions | 5 |
| 52 | Investment management fees paid indirectly by plan | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Apple 401(k) Plan | Apple | $24,714,519,387 | 143,849 | $2,561,538 |
| Citi Retirement Savings Plan | Citigroup | $23,241,033,081 | 117,203 | $462,301 |
| UBS 401(k) Plan Trust | UBS AG at Eleven Madison Avenue | $10,206,773,684 | 33,268 | $813,064 |
| American Express Retirement Savings Plan | American Express | $9,068,227,739 | 38,135 | $1,216,858 |
| Nordstrom 401(k) Plan | Nordstrom | $4,295,087,364 | 102,382 | $2,679,203 |
| Alight Solutions LLC 401(k) Plan (fka Hewitt Associates LLC 401(k) Plan) | Alight Solutions | $2,453,128,838 | 12,300 | $359,709 |
| Sidley Austin LLP Savings and Investment Plan | Sidley Austin | $1,932,030,718 | 5,876 | $10,754 |
| Dentons US LLP Profit Sharing Plan | Dentons US | $998,819,836 | 2,561 | $113,419 |
| Cleco Power LLC 401(k) Savings & Investment Plan | Cleco Power | $476,070,841 | 1,554 | $0 |
| Miller, Cooper & Co., Ltd. Profit Sharing & Savings Plan & Trust | Miller Cooper | $148,291,319 | 569 | $13,731 |
| Plunkett Cooney, P.C. Employees' Profit Sharing Plan | Plunkett Cooney | $87,153,052 | 220 | $12,047 |
| Citi Retirement Savings Plan for Puerto Rico | Citibank N.A. Puerto Rico a Subsidiary of Citigroup | $50,146,772 | 322 | $1,013 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.