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).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$977MReported net assets$977,025,008
Participants2.3K2,290
Provider compensation$101.3K7 Schedule C row(s)$101,270
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241001160504NAL0003441715001
- Plan sponsor
- American Century Services, LLC
- EIN
- 44-0619208
- Plan number
- 001
- Location
- Kansas City, MO
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$977M total assets
Net assets$977MLiabilities—
Full reported line items
- 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
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 |