William Blair 401(k) and Profit Sharing Plan
| Plan Name | William Blair 401(k) and Profit Sharing Plan |
| Location | Chicago, IL |
| Asset Size | $620MM |
| Number of Participants | 1,900 |
| Business | Financial Services |
| Participation rate | 96.0% |
| Avg. deferral rate | 11.0% |
| No. of funds offered | 13 |
| Investment Review | Quarterly |
| True-up feature | Yes |
| Match Vesting Period | Immediate |
| Eligibility | Immediate |
| Default deferral rate | 6.0% |
| Default investment | Retail Target-Date Fund (Indexed) |
| Auto-escalation | Opt-Out |
| Systematic withdrawals | No |
| Fee equalization | Yes |
| Match Rate | 50% of first 6% of compensation |
| % receiving full match | 75% or more |
| Max Employer Contribution | 10.5% |
| Financial education: | |
| Saving/budgeting | Yes |
| Investing strategies | Yes |
| College saving | Yes |
| Credit/debt mgt | Yes |
| Tax/estate planning | Yes |
| Retiree health costs/savings options | Yes |
| Recordkeeper | Charles Schwab |
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