William Blair
advisor69 known aliases resolved via the canonical alias map
Market position · 2024
Plans served103+1 YoYRank #200 of mapped providers
Assets under administration$255.0B0.3%Market share · rank #46
Fees received$30MMedian $97,986/planSum across Schedule C direct + indirect
Net wins YoY+111 won · 10 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical William Blair plan look like?
Service mix · median fees per plan
Count of plans where William Blair ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management; Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Float revenueCode 28 | 59 | $214,378 | |
Investment management; Investment advisory (participants); Investment management fees paid directly by plan; Named fiduciary; Investment advisory (plan)Code 26 | 10 | $21,767 | |
Investment advisory (plan); Direct payment from the planCode 27 | 10 | $43,575 | |
Investment management fees paid directly by plan; Soft dollars commissionsCode 51 | 7 | $280,212 | |
Investment management fees paid indirectly by planCode 52 | 3 | $0 | |
Other feesCode 99 | 3 | $36,248 | |
Custodial (securities); Investment managementCode 19 | 2 | $68,852 | |
Legal; Direct payment from the planCode 29 | 2 | $11,394 |
Competitor overlap
Percent of William Blair's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under William Blair.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUNDNY · 133604862-001 | Health Management Systems, Inc. | $16.9B |
AMERICAN EXPRESS COMPANY AND ITS PARTICIPATING SUBSIDIARIESNY · 134922250-002 | Sands Capital Management | $9.1B |
BOSE CORPORATIONMA · 042655386-001 | Georgian Partners | $866M |
CONSUMER CELLULAR INCAZ · 931178435-001 | QDRO CONSULTANTS COMPANY, LLC | $56M |
RADIUS GLOBAL MARKETING RESEARCH LLCNY · 264426978-001 | Raymond James & Associates, Inc. | $22M |
QUOTIENTSUB, LLCMD · 522143391-001 | (new plan) | $13M |
DVSPORT, INC.PA · 030490922-001 | (new plan) | $8M |
FUTABA CORPORATION OF AMERICAAL · 952845307-001 | (new plan) | $8M |
FOUR CORNERS TAVERN GROUP, INC.IL · 342050782-001 | Fidelity Investments | $6M |
FAMILY AND CHILDREN'S SERVICES OF CENTRAL MARYLAND, INC.MD · 520591546-001 | NWPS Inc. | $2M |
Plans lost in 2024
Appeared last year under William Blair; not this year.
| Sponsor | To | Assets |
|---|---|---|
3M COMPANYMN · 410417775-002 | Hughes Pittman & Gupton LLP | $14.3B |
AON CORPORATIONGA · 363051915-020 | Vanguard | $6.2B |
CUMMINS INC.IN · 350257090-001 | Prudential | $3.3B |
BOARD OF TRUSTEES RETIREMENT PLAN FOR HOSPITAL EMPLOYEESCA · 942995676-001 | Sangus Ltd | $1.3B |
COTTAGE HEALTHCA · 770431902-001 | Alvarez & Marsal | $835M |
ELLIOT HEALTH SYSTEM, INC.NH · 020509911-001 | Milliman | $278M |
TOWLIFT, INC.OH · 340963132-003 | Principal | $41M |
BOARD OF TRUSTEES AMERICAN RADIO ASSOCIATION INDIVIDUAL ACCOUNT PLANCA · 136161999-002 | Empower | $6M |
CHESAPEAKE SPRINKLER COMPANY, INCMD · 521125115-003 | (new plan) | $137,218 |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
APPLE INC.CA · 942404110-001 | $24.7B | 145,428 | $3M | 6y | 1 |
CITIGROUP INC.CT · 521568099-004 | $23.2B | 121,279 | $462,301 | 10y | 1 |
BANK OF AMERICA CORPORATIONRI · 560906609-001 | $19.0B | 168,197 | $2M | 10y | - |
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUNDNY · 133604862-001 | $16.9B | 296,800 | $0 | 5y | - |
NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEESPA · 232694291-001 | $12.2B | 54,107 | $2M | 10y | 1 |
LIBERTY MUTUAL GROUP INC.MA · 043583679-002 | $11.4B | 49,659 | $901,200 | 7y | 2 |
UBS AGNJ · 980186363-002 | $10.2B | 34,848 | $813,064 | 5y | 1 |
CITIGROUP INC.CT · 521568099-020 | $10.0B | 119,922 | $334,529 | 6y | - |
AMERICAN EXPRESS COMPANY AND ITS PARTICIPATING SUBSIDIARIESNY · 134922250-002 | $9.1B | 38,871 | $1M | 1y | - |
TRUSTEES OF UFCW INT'L UNION - INDUSTRY PENSION FUNDIL · 516055922-001 | $8.2B | 204,155 | $862,389 | 4y | - |
Flag exposure
95.1%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (69)
Raw Schedule C names collapsed into William Blair.
- KUBASIAK, FYLSTRA, THORPE & ROTUNNO
- KUBHERA ENTERPRISES
- KUBIAK MELTON & ASSOC
- KUBIAK MELTON AND ASSOCI
- KUCHAR, PETER
- KUCZAK & ASSOCIATES
- KUDELSKI SECURITY, INC.
- KUEHG CORP DBA KINDERCARE EDUCATION
- KUENZI
- KUENZI & CMPANY LLC
- KUENZI & COMPANY
- KUENZI & COMPANY LLC
- KUENZI & COMPANY, LLC
- KUENZI & COMPANY,LLC
- KUHLMANN FINANCIAL SERVICES INC
- KUHNLEIN & MARTIN
- KUIPER, DAVID A.
- KUKKALA, VENKATESWARARAO E.
- KULKARNI TEJA
- KULZER & DIPADOVA
- KUNDINGER CORDER & ENGLE
- KUNDINGER, CORDER & ENGL
- KUNDINGER,CORDER & ENGLE
- THE KULLMAN FIRM
- WILLAIM BLAIR
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for William Blair's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 2 | 1.94% | 7.76% | -5.82 pp |
| Fidelity bond gap | 2 | 1.94% | 26.94% | -25.00 pp |
| Late contributions | 7 | 6.80% | 1.71% | +5.08 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 16 | 15.53% | 1.76% | +13.78 pp |
| Loss discovered | 1 | 0.97% | 0.00% | +0.97 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with William Blair. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on William Blair's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Proskauer Rose LLP | 8 | 7.8% |
| Morgan Lewis & Bockius LLP | 5 | 4.8% |
| Baldwin Moffitt Behm LLP | 2 | 1.9% |
| Barlow Coughran Morales & Josephson | 2 | 1.9% |
| Cohen Weiss & Simon LLP | 2 | 1.9% |
| Groom Law Group, Chartered | 2 | 1.9% |
| Kelley Law Group | 2 | 1.9% |
| Laner Muchin Ltd. | 2 | 1.9% |
| O'Donoghue & O'Donoghue LLP | 2 | 1.9% |
| Reinhart Boerner Van Deuren S.C. | 2 | 1.9% |
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).