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Company:
William Blair & Company, LLC
Plan:
William Blair & Company Deferred Profit Sharing Plan
 

William Blair & Company, LLC

87 Plan: William Blair & Company Deferred Profit Sharing Plan

 
 
87
29
71
90
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 3 point difference between this plan's BrightScope Rating (87) and the top rated plan (90) could equate to:
[How is this calculated?]
3 additional years of work
The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer.

 

Retirement Plan Description

William Blair & Company Deferred Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 87, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances, Company Generosity, and Salary Deferral. William Blair & Company Deferred Profit Sharing Plan currently has over 1,400 active participants and over $286.9M in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
31
Plan Average: 24
Largest Funds in this 401k: based on % allocation of assets
1. Self-Directed Brokerage Accounts 28%
2. William Blair Growth 13%
3. William Blair International Growth 9%

 Retirement Plan Details

Address 222 West Adams Street
Chicago, IL 60606 
Industry Securities Brokerage
Administrator Timothy L. Burke
Net Plan Assets $287,000,000
Total Participants 1,400
Avg Account Balance $200,000

  Plan Service Providers

Corporate Trustee Charles Schwab
Recordkeeper Charles Schwab
Auditor Grant Thornton LLP

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