William Blair Investment Mgt. LLC — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, William Blair Investment Mgt. LLC is reported as a service provider on 2 loaded Form 5500 filing(s) across 2 plan sponsor(s) and 2 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,533,835 and reported indirect compensation totals $0.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$1.5MDirect + indirect, across loaded filings$1,533,835
Plans served2
Plan sponsors2
Filings2
Direct vs. indirect compensation
Direct compensation$1.5M
Indirect compensation$0

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Computed from loaded filings

Concentration

Top sponsor share of compensation71%Twdc Enterprises 18 Corp.
Top state share of plans50%CA
Plan sponsors served2
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to William Blair Investment Mgt. LLC. Bars show relative scale.

  1. 1
    CA · 1 plan(s)
  2. 2
    GA · 1 plan(s)
Geographic reach

State footprint

States where plans reporting William Blair Investment Mgt. LLC are sponsored, by plan count.

  1. 1
    CA1 plan(s)
  2. 2
    GA1 plan(s)

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Twdc Enterprises 18 Corp.The Walt Disney Company Retirement Plan Master Trust2023$1,093,749not reported in the loaded dataset
The Coca-Cola CompanyThe Coca-Cola Company Master Retirement Trust2023$440,086$0

Related Form 5500 pages