Who sponsors the American Century Retirement Readiness 2040 Trust?

American Century Retirement Readiness 2040 Trust is reported as sponsored by Benefit Trust Company (EIN 83-6703513, plan number 094) in public Form 5500 filings.

What is the most recent Form 5500 filing year for American Century Retirement Readiness 2040 Trust?

The latest Form 5500 filing year loaded for American Century Retirement Readiness 2040 Trust is 2023.

How many participants does American Century Retirement Readiness 2040 Trust report?

The participant count for American Century Retirement Readiness 2040 Trust is not reported in the loaded dataset.

What are the reported plan assets for American Century Retirement Readiness 2040 Trust?

American Century Retirement Readiness 2040 Trust reports $25,503,950 in end-of-year plan assets in its latest loaded Form 5500 filing.

American Century Retirement Readiness 2040 Trust — Form 5500 plan (Benefit Trust Company)

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 Readiness 2040 Trust is a benefit plan reported by Benefit Trust Company under EIN 83-6703513 and plan number 094. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $25,503,950 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$25.5MPlan net assets, end of year$25,466,528

ParticipantsNot reported

Assets / participantNot reported

Provider compensationNone reported

Plan sponsor: Benefit Trust Company
EIN: 83-6703513
Plan number: 094
Plan type: 4
Location: Overland Park, KS
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	not reported in the loaded dataset	H	20240621100556NAL0002710753002

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$25.5M total assets

Net assets$25.5MLiabilities$37.4K

Money in vs. money out

Total income / additions$2.8M

Total expenses$50K

Benefits paid / distributionsNot reported

Full reported line items

Net assets

Total assets (EOY): $25,503,950
Total liabilities (EOY): $37,422
Net assets (EOY): $25,466,528
Net assets (BOY): $18,231,088

Income & contributions

Total income / additions: $2,809,451

Expenses & distributions

Administrative expenses: $49,962
Total expenses: $49,962
Net increase / (decrease): $2,759,489

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.