William Blair 401(k) And Profit Sharing Plan
Sponsored by William Blair & Company, Llc · EIN 362214610 · Plan #001
- Total assets
- $1.2B
- Net assets
- $1.2B
- Active participants
- 1,680
- With balances
- 2,657
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Callan Associates Inc | Investment management, Direct payment from the plan | $252,144 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $21,924 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $21,140 |