William Blair & Company, Llc 401(k) Plan: Login, Facts & Contact Information

William Blair & Company, Llc 401(k) Plan Facts

Plan name
WILLIAM BLAIR 401(K) AND PROFIT SHARING PLAN
Plan type
401(k) and profit sharing
Plan sponsor
WILLIAM BLAIR & COMPANY, LLC
Participants
2,707 (1,680 active employees)
Former employees with a balance
982
Plan assets
$1,194,015,442 at Dec 31, 2024
Average account balance
$449,385 across 2,657 accounts
Employer contributions
$24,079,240 in plan year 2024 (33% of all contributions)
Recordkeeper
Schwab Retirement Plan Services,inc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Dec 14, 1953
— Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $74.1 million went into the plan in contributions, $24.1 million of it from the employer (33%).
  • $86.5 million was paid out to participants.
  • Investment and other income added $147.2 million.
  • Administrative expenses were $211,160, about $79 per account.

How the William Blair & Company, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,968$722.2 million$16.0 million$48.5 million
20202,056$919.3 million$16.9 million$44.3 million
20212,090$1.05 billion$22.7 million$68.0 million
20222,382$885.9 million$22.2 million$53.8 million
20232,691$1.06 billion$15.8 million$53.2 million
20242,707$1.19 billion$24.1 million$86.5 million

William Blair & Company, Llc 401(k) Contact Information

Phone
312-236-1600
Mailing address
THE WILLIAM BLAIR BUILDING 150 N. RIVERSIDE PLAZA, CHICAGO IL 606061594
Plan sponsor
WILLIAM BLAIR & COMPANY, LLC
Employer identification number (EIN)
36-2214610
Plan number
001

Questions about the William Blair & Company, Llc 401(k)

Does William Blair & Company, Llc contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500. It did report $24.1 million in employer contributions for plan year 2024.

Does the William Blair & Company, Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the William Blair & Company, Llc 401(k) plan?

2,707 participants at the start of plan year 2024, 1,680 of them active employees, and 982 former employees who still had money in the plan.

What is the average 401(k) balance at William Blair & Company, Llc?

About $449,385 per account: $1.19 billion in plan assets across 2,657 accounts with a balance at the end of plan year 2024.

Who manages the William Blair & Company, Llc 401(k) accounts?

Schwab Retirement Plan Services (listed on the filing as SCHWAB RETIREMENT PLAN SERVICES,INC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at William Blair & Company, Llc. How do I access my 401(k)?

Your account stays with Schwab Retirement Plan Services after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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