2023 Form 5500 filing — American Century Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241001160504NAL0003441715001) for American Century Retirement Plan, reported by American Century Services, LLC under EIN 44-0619208 and plan number 001. It reports 2,290 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001160504NAL0003441715001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- American Century Services, LLC
- EIN
- 44-0619208
- Plan number
- 001
- Location
- Kansas City, MO
- Participants
- 2,290
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $977,025,008
- Net assets (EOY)
- $977,025,008
- Employer contributions
- $22,516,261
- Participant contributions
- $22,397,903
- Total income / additions
- $181,424,224
- Benefits paid
- $59,883,865
- Administrative expenses
- $101,004
- Total expenses
- $60,203,386
- Net increase / (decrease)
- $121,220,838
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $37,069 | not reported in the loaded dataset |
| Creative Planning LLC | NONE | $20,713 | not reported in the loaded dataset |
| One Advisory Partners LLC | NONE | $10,975 | not reported in the loaded dataset |
| Halyard Financial LLC | NONE | $10,691 | not reported in the loaded dataset |
| Kavar Capital Partners Group L | NONE | $9,536 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $7,009 | $0 |
| Moneta Group Investment Adviso | NONE | $5,277 | not reported in the loaded dataset |