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Original filing (PDF)20251010114552NAL0018424402001
AMDOCS IT SERVICES, LLC
Form 5500
FILING_RECEIVED
AMDOCS IT SERVICES, LLC RETIREMENT SAVINGS 401K PLAN
401(k) retirement plan
Signals · 1
25% in single holding
Active participants
161
Accounts w/ balance
439
Plan assets (EOY)
$104.1M
Net assets (EOY)
$104.1M
How this plan invests
This plan
10 pooled trusts
Schedule D
10 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: LARGE CAP GROWTH AMERICAN CENTURY (SALG3) (extraction pending)]" is 25% of plan.
Helping the score
- Below-peer total fees (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMDOCS IT SERVICES, LLC.
Plan sponsor
Name
AMDOCS IT SERVICES, LLC
EIN
36-4523073
Address
625 MARYVILLE CENTRE DRIVE SUITE 20 · ST LOUIS, MO · 63141
Phone
(314) 212-7000
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $38K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS MAZARS, LLP | — | SPRINGFIELD, MO | AUDITOR | $18K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THOMPSON COBURN LLP | — | ST LOUIS, MO | ATTORNEY | $1K | — |
Investments
10 pooled funds· $70.8M(68% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LARGE CAP GROWTH / AMERICAN CENTURY EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 253 | Pooled Separate Account | — | — | $17.9M | 17.2% | |
| LARGE CAP VALUE I (MANAGED BY JP MO EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 129 | Pooled Separate Account | — | — | $9.7M | 9.4% | |
| INTNL BLEND (SUB-ADV BY WELLINGTON EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 349 | Pooled Separate Account | — | — | $8.5M | 8.1% | |
| MID CAP GROWTH / ARTISAN PARTNERS F EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 185 | Pooled Separate Account | — | — | $7.7M | 7.4% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $6.7M | 6.4% | |
| SMALL CAP GROWTH / TIMESSQUARE FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 132 | Pooled Separate Account | — | — | $5.6M | 5.4% | |
| MID CAP VAL (SUB-ADV BY WELLINGTON EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 187 | Pooled Separate Account | — | — | $5.5M | 5.3% | |
| SMALL CAP VALUE / INTEGRITY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 439 | Pooled Separate Account | — | — | $4.3M | 4.1% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $3.6M | 3.4% | |
| CORE BOND ENHANCED INDEX / PGIM FUN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 036 | Pooled Separate Account | — | — | $1.4M | 1.3% |