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Original filing (PDF)20251028135252NAL0006233043001
AMERICAN CENTURY SERVICES, LLC
Form 5500
FILING_RECEIVED
AMERICAN CENTURY RETIREMENT PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed8 service providers
Active participants
1,410
Accounts w/ balance
2,280
Plan assets (EOY)
$1.1B
Net assets (EOY)
$1.1B
How this plan invests
This plan
21 pooled trusts
Schedule D
41 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMERICAN CENTURY SERVICES, LLC.
Plan sponsor
Name
AMERICAN CENTURY SERVICES, LLC
EIN
44-0619208
Address
4500 MAIN STREET · KANSAS CITY, MO · 641117709
Phone
(816) 531-5575
Industry
Finance & Insurancesee 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
2025-10-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 43-1270780 | — | NONE | $60K | — |
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $45K | — |
| HALYARD FINANCIAL LLC | 82-3310677 | — | NONE | $18K | — |
| KAVAR CAPITAL PARTNERS GROUP L | 85-3721708 | — | NONE | $11K | — |
| ONE ADVISORY PARTNERS LLC | 45-4357540 | — | NONE | $8K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $6K | — |
| MONETA GROUP INVESTMENT ADVISO | 20-1903821 | — | NONE | $6K | — |
| GREENUP STREET WEALTH | 85-3245392 | — | NONE | $5K | — |
Investments
26 direct securities · 21 pooled funds· $1.3B(100% 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.
Uncategorized
$722.1M
26 holdings
Common Collective Trust
$615.5M
21 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| January 2029) * Charles Schw ab Self-directed brokerage account | — | — | — | $169.0M | 15.5% | |
| AMCENT RET DATE 2035 TRUST CL3 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $89.5M | 8.2% | |
| The Vanguard Group Funds Vanguard Institutional Index Registered Investment Company | — | — | — | $79.5M | 7.3% | |
| US Premium Large Cap Collective Investment Trust | — | — | — | $65.1M | 6.0% | |
| AMERICAN CENTURY USPREM LRGCAP GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 027 | Common Collective Trust | — | — | $65.1M | 6.0% | |
| AMCENT RET DATE 2030 TRUST CL3 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $59.3M | 5.4% | |
| American Century Companies, Inc. Class C common stock | — | — | $43.4M | $54.1M | 4.9% | |
| AMCENT RET DATE 2045 TRUST CL3 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $50.5M | 4.6% | |
| AMCENT RET DATE 2040 TRUST CL3 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $43.3M | 4.0% | |
| US Value Yield Equity Trust 1 Collective Investment Trust | — | — | — | $42.3M | 3.9% | |
| AMER CENTURYY U.S VAL YIELD EQ TR SEI TRUST COMPANY · EIN 27-0573048 / PN 019 | Common Collective Trust | — | — | $42.3M | 3.9% | |
| MELLON STABLE VALUE FD CL M THE BANK OF NEW YORK MELLON · EIN 11-3152987 / PN 000 | Common Collective Trust | — | — | $33.7M | 3.1% | |
| US Large Cap Grow th Equity Trust Collective Investment Trust | — | — | — | $33.7M | 3.1% | |
| AMER CENTURY U.S LRG CAP GRW EQ TR SEI TRUST COMPANY · EIN 27-0573048 / PN 019 | Common Collective Trust | — | — | $33.7M | 3.1% | |
| Heritage Fund Registered Investment Company | — | — | — | $29.1M | 2.7% | |
| US Small Cap Grow th Collective Investment Trust | — | — | — | $24.2M | 2.2% | |
| AMERICAN CENTURY US SMCAP GR GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 005 | Common Collective Trust | — | — | $24.2M | 2.2% | |
| AMCENT RET DATE 2025 TRUST CL3 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $24.1M | 2.2% | |
| In Retirement Trust Collective Investment Trust | — | — | — | $22.4M | 2.0% | |
| AMERICAN CENTURY RET DATE TRUST GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $22.4M | 2.0% | |
| AMCENT RET DATE 2050 TRUST CL3 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $21.2M | 1.9% | |
| US Small Cap Value Equity Trust 1 Collective Investment Trust | — | — | — | $20.5M | 1.9% | |
| AMER CENTURYY U.S SMLCAP VAL EQ TR SEI TRUST COMPANY · EIN 27-0573048 / PN 019 | Common Collective Trust | — | — | $20.5M | 1.9% | |
| Focused Global Grow th Fund Registered Investment Company | — | — | — | $20.4M | 1.9% | |
| Vanguard Total Bond Market Index Registered Investment Company | — | — | — | $20.2M | 1.8% | |
| US Mid Cap Value Equity Trust 1 Collective Investment Trust | — | — | — | $15.6M | 1.4% | |
| AMER CENTURYY U.S MIDCAP VAL EQ TR SEI TRUST COMPANY · EIN 27-0573048 / PN 019 | Common Collective Trust | — | — | $15.6M | 1.4% | |
| Vanguard Total International Stock Index Registered Investment Company | — | — | — | $15.5M | 1.4% | |
| Value Fund Registered Investment Company | — | — | — | $15.2M | 1.4% | |
| Vanguard Small Cap Index Registered Investment Company | — | — | — | $14.3M | 1.3% | |
| Emerging Markets Equity 1 Collective Investment Trust | — | — | — | $14.2M | 1.3% | |
| AMERICAN CENTURY EMMKTS EQ I GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 015 | Common Collective Trust | — | — | $14.2M | 1.3% | |
| Am erican Century Funds * Diversified Bond Fund Registered Investment Company | — | — | — | $13.1M | 1.2% | |
| AMCENT RET DATE 2055 TRUST CL3 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $11.9M | 1.1% | |
| Vanguard Mid Cap Index Registered Investment Company | — | — | — | $11.8M | 1.1% | |
| AMCENT RET DATE 2060 TRUST CL3 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $11.7M | 1.1% | |
| US Real Estate Securities Trust Collective Investment Trust | — | — | — | $9.6M | 0.9% | |
| AMER CENTURY U.S. RE SECU EQ TR SEI TRUST COMPANY · EIN 27-0573048 / PN 019 | Common Collective Trust | — | — | $9.6M | 0.9% | |
| AMCENT NON US SM CAP TST I SEI TRUST COMPANY · EIN 27-0573049 / PN 019 | Common Collective Trust | — | — | $9.6M | 0.9% | |
| High Income Fund Registered Investment Company | — | — | — | $8.8M | 0.8% | |
| Non US Concentrated Grow th Collective Investment Trust | — | — | — | $8.7M | 0.8% | |
| AMCENT NONUS CONCENTRATED GRTH GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 023 | Common Collective Trust | — | — | $8.7M | 0.8% | |
| AMERICAN CENTURY INFL ADJ BDR6 Registered Investment Company | — | — | — | $5.9M | 0.5% | |
| Global Gold Fund Registered Investment Company | — | — | — | $5.7M | 0.5% | |
| AMCENT RET DATE 2065 TRUST CL3 GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $4.4M | 0.4% | |
| Participant Loans Promissory notes | — | — | — | $3.2M | 0.3% | |
| LIMITED PARTNERSHIP Limited Partnership | — | — | — | $50K | <0.1% |