Plan Ledger DOL Form 5500 · updated monthly

William Blair & Company, LLC401(k)

WILLIAM BLAIR 401(K) AND PROFIT SHARING PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.02%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

William Blair & Company, LLC reported $211,160 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $14,333 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.03% to 0.02%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other finance & insurance employers. By assets it is the 83rd-largest of 3,702 plans among Illinois employers on file, and the 152nd of 4,798 in finance & insurance. In 2024, employees put in $1.75 for every $1.00 the employer contributed; active participation has shrunk from 1,896 to 1,680 since 2022.

Plan summary
Net assets, end of year$1,194,015,442
Participants with balances2,657
Active participants1,680
Employer contributions$24,079,240
Employee contributions$42,219,782
Employer contribution per active participant$14,333
Average account balance$449,385
Benefits paid to participants$86,529,287
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.2B · 2,657 accts · $24.1M emplr
2023$1.1B · 2,695 accts · $15.8M emplr
2022$885.9M · 2,668 accts · $22.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,140
Investment management$190,020
Total administrative$211,160
The William Blair & Company, LLC 401(k) match · 2024
Employer contribution per active participant$14,333
Median for plans this size$5,259
2024$14,333 per active participant
2023$9,207 per active participant
2022$11,685 per active participant

William Blair & Company, LLC's 2024 employer contribution ran above the $5,259 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping$21,140
CALLAN ASSOCIATES INC · Investment management$252,144
CHARLES SCHWAB & CO., INC. · Securities brokerage$21,924

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$211,160 · 0.02%
2023$254,668 · 0.03%
2022$248,300 · 0.03%
Same employer
Similar plansFinance & Insurance · Illinois
Aon Consulting, Inc. IL$3.1B · 0.32%
Hub International Limited IL$1.6B · 0.15%
Guggenheim Services, LLC IL$703.5M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362214610 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.