Filings through .
William Blair
Matched across 52 name variants in the filings
William Blair summary
William Blair appears on 94 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $254.3B in assets for 2,147,341 participants. The median client plan holds $582M. Most client plans are sponsored in IL, CA and NY. The largest clients by plan assets are Apple Inc., Citigroup Inc. and Bank of America Corporation. Plans reported $24.3M in direct and indirect compensation paid to William Blair. The median is $89K per plan.
- Participants
- 2,147,341
- Median plan assets
- $582M
- Median plan participants
- 5,687
- Median fees per plan
- $89K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
- Apple Inc.$30.8BCAParticipants 147,655
- Citigroup Inc., plan 004$26.9BCTParticipants 117,332
- RIParticipants 154,763
- CAParticipants 178,331
- MAParticipants 48,393
- PAParticipants 54,107
- NYParticipants 39,763
- Citigroup Inc., plan 020$10.0BCTParticipants 114,287
- NJParticipants 24,701
- ILParticipants 204,155
- NYParticipants 47,291
- CAParticipants 65,754
- Nextera Energy, Inc.$5.8BFLParticipants 29,411
- ILParticipants 30,331
- Ameren Corporation$4.8BMOParticipants 19,176
- Nordstrom, Inc.$4.8BWAParticipants 111,411
- MDParticipants 10,051
- NYParticipants 35,015
- UTParticipants 38,610
- KPMG LLP$3.3BNJParticipants 71,073
- AZParticipants 15,617
- NYParticipants 46,906
- Alight Solutions LLC$2.6BILParticipants 11,234
- CAParticipants 11,728
- GAParticipants 9,219
Top client states
- IL17 plans
- CA11 plans
- NY8 plans
- MD5 plans
- MI5 plans
Frequently asked questions
- Who uses William Blair?
- 94 retirement plans list William Blair as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Apple Inc., Citigroup Inc., Bank of America Corporation, Board of Trustees of the Western States Carpenters Pension Trust and Liberty Mutual Group Inc.. Most client plans are sponsored in IL, CA and NY.
- How many plans does William Blair serve?
- William Blair serves 94 retirement plans with $254.3B in plan assets and 2,147,341 participants, based on the latest Form 5500 filings through 2024.
- What does William Blair charge?
- Plans reported $24.3M in total Schedule C compensation paid to William Blair. The median plan paid $89K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served94-2 YoYRank #194 of mapped providers
Assets under administration$254.3B0.3%Rank #48 by share of filed assets
Fees received$24MMedian $88,539/planSum across Schedule C direct + indirect
Net wins YoY+311 won - 8 lostPlan-level switch detection
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