William Blair 401(K) And Profit Sharing Plan — Form 5500 plan (William Blair & Company, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, William Blair 401(K) And Profit Sharing Plan is a benefit plan reported by William Blair & Company, LLC under EIN 36-2214610 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,691 participants and $1,059,667,291 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- William Blair & Company, LLC
- EIN
- 36-2214610
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 2,691
- End-of-year plan assets
- $1,059,667,291
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,691 | H, C | 20240829090651NAL0013339265001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,059,667,291
- Net assets (EOY)
- $1,059,667,291
- Net assets (BOY)
- $885,941,598
Income & contributions
- Employer contributions
- $15,827,032
- Participant contributions
- $42,942,305
- Total contributions
- $65,398,887
- Total income / additions
- $227,436,106
Expenses & distributions
- Benefits paid
- $53,249,047
- Administrative expenses
- $254,668
- Total expenses
- $53,710,413
- Net increase / (decrease)
- $173,725,693
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Callan Associates Inc | NONE | $247,200 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $13,638 | $1,706 | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $6,200 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for William Blair & Company, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Callan Associates Inc — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation