American Century Retirement Plan — Form 5500 plan (American Century Services, LLC)
Plain-English plan 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, American Century Retirement Plan is a benefit plan reported by American Century Services, LLC under EIN 44-0619208 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,290 participants and $977,025,008 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Century Services, LLC
- EIN
- 44-0619208
- Plan number
- 001
- Plan type
- 2
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 2,290
- End-of-year plan assets
- $977,025,008
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,290 | H, C | 20241001160504NAL0003441715001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $977,025,008
- Net assets (EOY)
- $977,025,008
- Net assets (BOY)
- $855,804,170
Income & contributions
- Employer contributions
- $22,516,261
- Participant contributions
- $22,397,903
- Total contributions
- $48,995,632
- Total income / additions
- $181,424,224
Expenses & distributions
- Benefits paid
- $59,883,865
- Administrative expenses
- $101,004
- Total expenses
- $60,203,386
- Net increase / (decrease)
- $121,220,838
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $37,069 | not reported in the loaded dataset | 2023 |
| Creative Planning LLC | NONE | $20,713 | not reported in the loaded dataset | 2023 |
| One Advisory Partners LLC | NONE | $10,975 | not reported in the loaded dataset | 2023 |
| Halyard Financial LLC | NONE | $10,691 | not reported in the loaded dataset | 2023 |
| Kavar Capital Partners Group L | NONE | $9,536 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $7,009 | $0 | 2023 |
| Moneta Group Investment Adviso | NONE | $5,277 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for American Century Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Kansas City, MO
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Creative Planning LLC — Schedule C compensation
- One Advisory Partners LLC — Schedule C compensation
- Halyard Financial LLC — Schedule C compensation
- Kavar Capital Partners Group L — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Moneta Group Investment Adviso — Schedule C compensation